+7,437.0%
DHI vs NVS
+1,074.0%
+6,363.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | -3.4% | -14.3% | +10.9% | +3.8% |
| 30D | -5.4% | -10.0% | +4.5% | -1.1% |
| 3M | -10.4% | -10.9% | +0.4% | -6.0% |
| 6M | -2.8% | -12.0% | +9.2% | +2.7% |
| YTD | -3.4% | +2.5% | -5.9% | -6.0% |
| 1Y | -22.9% | +10.7% | -33.6% | -27.8% |
| 3Y | +20.7% | +53.3% | -32.6% | -5.5% |
| 5Y | +62.1% | +93.6% | -31.5% | +11.2% |
| 10Y | +410.4% | +180.6% | +229.9% | +189.1% |
| All | +7,437.0% | +1,074.0% | +6,363.0% | +2,160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling