+271.9%
ASX vs NVS
+10.4%
+261.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.5% |
| 7D | +11.1% | -15.4% | +26.5% | +9.5% |
| 30D | +9.6% | -12.3% | +21.9% | +8.1% |
| 3M | +18.6% | -7.8% | +26.4% | +15.7% |
| 6M | +92.1% | -13.0% | +105.1% | +90.7% |
| YTD | +158.5% | +2.8% | +155.7% | +155.4% |
| 1Y | +271.9% | +10.6% | +261.3% | +274.0% |
| All | +271.9% | +10.4% | +261.5% | +274.0% |
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