+1,622.7%
FISV vs NVS
+1,076.7%
+546.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.2% | -4.3% |
| 7D | -6.4% | -15.4% | +9.0% | +0.2% |
| 30D | -6.8% | -12.3% | +5.5% | -2.1% |
| 3M | -10.0% | -7.8% | -2.2% | -7.7% |
| 6M | -20.6% | -13.0% | -7.6% | -16.7% |
| YTD | -27.6% | +2.8% | -30.3% | -29.5% |
| 1Y | -64.3% | +10.6% | -75.0% | -66.3% |
| 3Y | -60.0% | +55.1% | -115.1% | -68.1% |
| 5Y | -57.7% | +91.7% | -149.4% | -69.6% |
| 10Y | -3.0% | +181.2% | -184.2% | -40.9% |
| All | +1,622.7% | +1,076.7% | +546.0% | +515.1% |
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