+96.9%
AU vs NVS
+27.7%
+69.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.0% |
| 7D | -3.6% | +4.0% | -7.7% | -6.4% |
| 30D | +23.9% | +3.6% | +20.3% | +20.8% |
| 3M | +19.1% | +7.8% | +11.3% | +11.8% |
| 6M | -0.2% | -0.2% | 0.0% | -1.3% |
| YTD | +32.5% | +19.6% | +12.9% | +20.6% |
| 1Y | +96.9% | +28.4% | +68.6% | +75.6% |
| All | +96.9% | +27.7% | +69.2% | +75.6% |
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