+146.5%
ASX vs NVS
+37.6%
+108.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.6% | -7.5% | -3.3% |
| 7D | -14.6% | +5.7% | -20.3% | -13.7% |
| 30D | -21.1% | +17.1% | -38.1% | -19.0% |
| 3M | -3.1% | +7.6% | -10.7% | -1.9% |
| 6M | +17.4% | +14.1% | +3.3% | +15.8% |
| YTD | +135.3% | +23.3% | +112.0% | +133.0% |
| 1Y | +146.5% | +36.0% | +110.5% | +139.5% |
| All | +146.5% | +37.6% | +108.9% | +139.5% |
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