+406.2%
ASX vs NVS
+80.7%
+325.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.3% |
| 7D | -0.7% | +4.0% | -4.7% | -1.0% |
| 30D | +2.0% | +3.6% | -1.6% | +1.6% |
| 3M | -1.3% | +7.8% | -9.1% | -2.5% |
| 6M | +71.4% | -0.2% | +71.6% | +71.5% |
| YTD | +135.3% | +19.6% | +115.7% | +130.8% |
| 1Y | +267.5% | +28.4% | +239.1% | +258.2% |
| All | +406.2% | +80.7% | +325.6% | +391.3% |
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