+371.4%
ASX vs NVS
+92.9%
+278.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.6% |
| 7D | -12.3% | +1.3% | -13.6% | -12.2% |
| 30D | -26.0% | +13.9% | -39.9% | -25.7% |
| 3M | -8.1% | +4.7% | -12.8% | -7.9% |
| 6M | +1.4% | +12.1% | -10.7% | +0.4% |
| YTD | +115.6% | +22.3% | +93.2% | +112.4% |
| 1Y | +128.0% | +33.5% | +94.5% | +122.9% |
| 3Y | +371.4% | +94.7% | +276.7% | +358.5% |
| All | +371.4% | +92.9% | +278.5% | +358.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling