-33.4%
GLXY vs NVS
+52.9%
-86.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +16.9% | -1.0% | +18.0% | +16.9% |
| 30D | -23.0% | +12.5% | -35.5% | -23.2% |
| 3M | -28.0% | +5.2% | -33.2% | -28.3% |
| 6M | -51.6% | +8.2% | -59.8% | -52.9% |
| YTD | -32.1% | +19.8% | -51.9% | -34.1% |
| 1Y | -51.5% | +24.8% | -76.3% | -53.3% |
| All | -33.4% | +52.9% | -86.3% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling