+68.8%
ALB vs NVS
+11.3%
+57.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -7.6% | -15.7% | +8.1% | -5.6% |
| 30D | -5.6% | -11.1% | +5.5% | -4.8% |
| 3M | -16.8% | -7.2% | -9.7% | -17.5% |
| 6M | -26.3% | -12.3% | -14.0% | -25.1% |
| YTD | -13.2% | +2.8% | -16.0% | -14.5% |
| 1Y | +68.8% | +11.9% | +56.9% | +68.1% |
| All | +68.8% | +11.3% | +57.5% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NVS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling