+1,683.3%
BE vs NVS
+54.6%
+1,628.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | +23.9% | -15.4% | +39.3% | +23.3% |
| 30D | +27.8% | -12.3% | +40.2% | +26.9% |
| 3M | +3.7% | -7.8% | +11.5% | +2.2% |
| 6M | +78.0% | -13.0% | +90.9% | +77.3% |
| YTD | +209.9% | +2.8% | +207.2% | +201.3% |
| 1Y | +389.6% | +10.6% | +379.0% | +368.4% |
| All | +1,683.3% | +54.6% | +1,628.7% | +1,440.2% |
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