-45.3%
APP vs NVS
+10.4%
-55.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.3% |
| 7D | -4.4% | -15.4% | +11.0% | -7.1% |
| 30D | -10.0% | -12.3% | +2.3% | -11.7% |
| 3M | -41.4% | -7.8% | -33.6% | -41.2% |
| 6M | -41.0% | -13.0% | -28.0% | -41.8% |
| YTD | -54.7% | +2.8% | -57.5% | -53.5% |
| 1Y | -45.3% | +10.6% | -56.0% | -43.0% |
| All | -45.3% | +10.4% | -55.7% | -43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling