+3.1%
BTDR vs NVS
+27.7%
-24.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.8% | +4.1% |
| 7D | +20.0% | +4.0% | +15.9% | +19.6% |
| 30D | +11.9% | +3.6% | +8.3% | +11.6% |
| 3M | -36.9% | +7.8% | -44.7% | -38.6% |
| 6M | +56.5% | -0.2% | +56.7% | +51.8% |
| YTD | +10.4% | +19.6% | -9.1% | +16.2% |
| 1Y | +3.1% | +28.4% | -25.3% | +18.4% |
| All | +3.1% | +27.7% | -24.6% | +18.4% |
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