+426.2%
BTSG vs NVS
+42.1%
+384.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | 0.0% | -6.6% | -6.6% |
| 7D | -5.8% | -15.7% | +9.9% | -3.1% |
| 30D | 0.0% | -11.1% | +11.1% | +1.3% |
| 3M | -4.5% | -7.2% | +2.7% | -4.2% |
| 6M | +40.0% | -12.3% | +52.3% | +42.5% |
| YTD | +54.6% | +2.8% | +51.8% | +50.5% |
| 1Y | +106.1% | +11.9% | +94.2% | +95.5% |
| All | +426.2% | +42.1% | +384.1% | +347.4% |
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 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