+985.8%
ASX vs NVS
+260.1%
+725.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +12.4% | -1.3% | +13.7% | +12.8% |
| 30D | -19.8% | +9.3% | -29.1% | -22.2% |
| 3M | -10.3% | +5.8% | -16.1% | -13.2% |
| 6M | +1.2% | +7.2% | -5.9% | -3.3% |
| YTD | +123.0% | +20.0% | +103.1% | +102.9% |
| 1Y | +145.4% | +25.4% | +120.1% | +119.0% |
| 3Y | +368.6% | +89.2% | +279.4% | +236.6% |
| 5Y | +486.0% | +134.6% | +351.4% | +265.0% |
| All | +985.8% | +260.1% | +725.7% | +496.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling