-69.4%
BTDR vs NVS
+37.6%
-107.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.6% | -9.2% | -5.5% |
| 7D | -17.6% | +5.7% | -23.3% | -17.4% |
| 30D | -40.3% | +17.1% | -57.3% | -40.2% |
| 3M | -42.6% | +7.6% | -50.3% | -42.7% |
| 6M | -46.3% | +14.1% | -60.4% | -49.1% |
| YTD | -41.7% | +23.3% | -65.1% | -40.2% |
| 1Y | -69.4% | +36.0% | -105.4% | -65.8% |
| All | -69.4% | +37.6% | -107.0% | -65.8% |
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