+95.5%
AMD vs NVS
+37.6%
+57.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | +2.0% |
| 7D | -15.5% | +5.7% | -21.2% | -14.2% |
| 30D | -22.6% | +17.1% | -39.7% | -19.3% |
| 3M | -5.7% | +7.6% | -13.4% | -3.4% |
| 6M | +43.1% | +14.1% | +29.0% | +44.7% |
| YTD | +128.2% | +23.3% | +104.9% | +130.6% |
| 1Y | +95.5% | +36.0% | +59.5% | +90.9% |
| All | +95.5% | +37.6% | +57.8% | +90.9% |
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