+360.5%
BE vs NVS
+27.7%
+332.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.9% | +9.3% | +7.0% |
| 7D | +20.0% | +4.0% | +16.0% | +20.6% |
| 30D | +7.9% | +3.6% | +4.3% | +8.7% |
| 3M | -13.2% | +7.8% | -21.0% | -12.5% |
| 6M | +53.5% | -0.2% | +53.6% | +55.2% |
| YTD | +191.0% | +19.6% | +171.4% | +206.0% |
| 1Y | +360.5% | +28.4% | +332.1% | +389.9% |
| All | +360.5% | +27.7% | +332.8% | +389.9% |
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