+72.8%
BHP vs NVS
+54.2%
+18.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -3.6% | -14.3% | +10.7% | +0.4% |
| 30D | -1.2% | -10.0% | +8.8% | +1.0% |
| 3M | +1.2% | -10.9% | +12.1% | +3.6% |
| 6M | +21.4% | -12.0% | +33.4% | +24.7% |
| YTD | +50.4% | +2.5% | +47.9% | +46.9% |
| 1Y | +67.5% | +10.7% | +56.8% | +59.4% |
| 3Y | +72.8% | +53.3% | +19.5% | +48.7% |
| All | +72.8% | +54.2% | +18.6% | +48.7% |
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