+226.6%
AMD vs NVS
+11.3%
+215.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.0% |
| 7D | +14.0% | -15.4% | +29.4% | +10.1% |
| 30D | +11.0% | -12.3% | +23.3% | +8.2% |
| 3M | +9.6% | -7.8% | +17.4% | +6.6% |
| 6M | +157.1% | -13.0% | +170.1% | +149.5% |
| YTD | +143.3% | +2.8% | +140.6% | +142.5% |
| All | +226.6% | +11.3% | +215.3% | +240.1% |
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