+301.8%
AMD vs NVS
+93.3%
+208.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.4% | +10.7% | +11.1% |
| 7D | -11.0% | +1.1% | -12.1% | -10.9% |
| 30D | -30.5% | +13.4% | -43.9% | -29.4% |
| 3M | -8.2% | +5.4% | -13.6% | -7.5% |
| 6M | +6.6% | +9.6% | -3.0% | +7.0% |
| YTD | +109.7% | +21.5% | +88.2% | +110.0% |
| 1Y | +88.9% | +32.3% | +56.6% | +88.7% |
| 3Y | +301.8% | +92.9% | +208.9% | +324.8% |
| All | +301.8% | +93.3% | +208.5% | +324.8% |
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