+282.2%
APH vs NVS
+135.2%
+147.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.4% | +3.7% | +4.1% |
| 7D | -5.9% | +1.1% | -7.0% | -6.1% |
| 30D | -14.8% | +13.4% | -28.3% | -16.6% |
| 3M | -12.4% | +5.4% | -17.8% | -13.4% |
| 6M | +8.1% | +9.6% | -1.5% | +5.6% |
| YTD | +10.9% | +21.5% | -10.5% | +6.6% |
| 1Y | +8.8% | +32.3% | -23.6% | +2.9% |
| 3Y | +262.1% | +92.9% | +169.1% | +205.1% |
| All | +282.2% | +135.2% | +147.0% | +193.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling