+25.3%
APD vs NVS
+89.9%
-64.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.8% |
| 7D | -4.6% | -15.4% | +10.8% | 0.0% |
| 30D | -4.2% | -12.3% | +8.1% | -0.8% |
| 3M | +5.0% | -7.8% | +12.8% | +6.5% |
| 6M | +8.9% | -13.0% | +21.9% | +12.7% |
| YTD | +21.9% | +2.8% | +19.1% | +18.0% |
| 1Y | +5.6% | +10.6% | -5.1% | -0.9% |
| 3Y | +6.9% | +55.1% | -48.2% | -13.4% |
| 5Y | +25.3% | +91.7% | -66.3% | -10.4% |
| All | +25.3% | +89.9% | -64.6% | -10.4% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling