+477.7%
ASX vs NVS
+88.8%
+388.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -13.9% | +20.0% | +7.9% |
| 7D | +6.3% | -14.6% | +20.9% | +8.2% |
| 30D | +6.4% | -11.9% | +18.3% | +7.6% |
| 3M | +13.1% | -6.0% | +19.1% | +12.4% |
| 6M | +90.3% | -11.4% | +101.7% | +91.6% |
| YTD | +149.6% | +2.9% | +146.7% | +143.0% |
| 1Y | +249.2% | +10.2% | +238.9% | +234.3% |
| 3Y | +445.9% | +55.3% | +390.6% | +372.4% |
| 5Y | +477.7% | +89.6% | +388.1% | +314.4% |
| All | +477.7% | +88.8% | +388.9% | +314.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling