+291.1%
APH vs NVS
+80.7%
+210.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.0% |
| 7D | +5.0% | +4.0% | +0.9% | +4.6% |
| 30D | -3.9% | +3.6% | -7.5% | -4.2% |
| 3M | +13.0% | +7.8% | +5.2% | +11.9% |
| 6M | +25.2% | -0.2% | +25.3% | +24.9% |
| YTD | +22.9% | +19.6% | +3.4% | +21.9% |
| 1Y | +47.8% | +28.4% | +19.5% | +46.4% |
| All | +291.1% | +80.7% | +210.4% | +278.3% |
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