+144.5%
ASX vs NVS
+26.1%
+118.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.1% |
| 7D | +22.1% | -1.0% | +23.1% | +22.0% |
| 30D | -23.8% | +12.5% | -36.3% | -22.3% |
| 3M | -7.6% | +5.2% | -12.8% | -7.0% |
| 6M | +6.9% | +8.2% | -1.2% | +5.9% |
| YTD | +127.7% | +19.8% | +107.9% | +120.3% |
| 1Y | +144.5% | +24.8% | +119.7% | +133.5% |
| All | +144.5% | +26.1% | +118.4% | +133.5% |
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