+319.1%
DELL vs NVS
+27.7%
+291.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.3% |
| 7D | +14.9% | +4.0% | +10.9% | +15.7% |
| 30D | +13.3% | +3.6% | +9.7% | +14.2% |
| 3M | +24.4% | +7.8% | +16.6% | +23.9% |
| 6M | +258.0% | -0.2% | +258.2% | +264.4% |
| YTD | +320.2% | +19.6% | +300.6% | +313.1% |
| 1Y | +319.1% | +28.4% | +290.7% | +305.5% |
| All | +319.1% | +27.7% | +291.3% | +305.5% |
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