+40.1%
GILD vs NVS
+34.0%
+6.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.1% | -3.0% |
| 7D | +1.2% | +0.5% | +0.7% | +1.0% |
| 30D | +16.2% | +15.0% | +1.2% | +8.4% |
| 3M | +27.9% | +4.8% | +23.0% | +23.4% |
| 6M | +27.1% | +11.3% | +15.8% | +17.7% |
| YTD | +39.0% | +21.0% | +18.0% | +23.0% |
| 1Y | +40.1% | +33.0% | +7.1% | +18.9% |
| All | +40.1% | +34.0% | +6.1% | +18.9% |
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