+357.3%
AMD vs NVS
+90.8%
+266.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.2% | -8.9% | -8.7% |
| 7D | +18.9% | -1.3% | +20.2% | +18.8% |
| 30D | -6.4% | +9.3% | -15.7% | -5.4% |
| 3M | +10.6% | +5.8% | +4.8% | +11.3% |
| 6M | +19.9% | +7.2% | +12.7% | +20.3% |
| YTD | +149.4% | +20.0% | +129.4% | +149.5% |
| 1Y | +115.4% | +25.4% | +90.0% | +115.1% |
| 3Y | +357.3% | +89.2% | +268.1% | +395.4% |
| All | +357.3% | +90.8% | +266.5% | +395.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling