+14.7%
D vs NVS
+26.1%
-11.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -3.1% | -1.0% | -2.0% | -2.9% |
| 30D | +8.4% | +12.5% | -4.2% | +6.6% |
| 3M | +0.2% | +5.2% | -5.0% | -1.2% |
| 6M | +9.5% | +8.2% | +1.3% | +7.0% |
| YTD | +18.8% | +19.8% | -1.0% | +13.2% |
| 1Y | +14.7% | +24.8% | -10.1% | +8.8% |
| All | +14.7% | +26.1% | -11.4% | +8.8% |
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