+3,582.5%
ASX vs NVS
+955.2%
+2,627.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.8% | +8.4% | +7.4% |
| 7D | +0.8% | -2.8% | +3.7% | +2.3% |
| 30D | -20.4% | +11.5% | -31.9% | -24.4% |
| 3M | -2.1% | +3.7% | -5.8% | -5.4% |
| 6M | +8.2% | +10.4% | -2.2% | +0.7% |
| YTD | +137.3% | +19.8% | +117.4% | +112.2% |
| 1Y | +155.0% | +26.6% | +128.4% | +121.9% |
| 3Y | +397.9% | +90.1% | +307.8% | +245.9% |
| 5Y | +529.2% | +133.4% | +395.9% | +287.0% |
| 10Y | +1,007.5% | +251.0% | +756.6% | +446.5% |
| All | +3,582.5% | +955.2% | +2,627.3% | +972.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling