+21.7%
GPN vs NVS
+37.6%
-15.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.6% | -5.5% | -2.7% |
| 7D | +15.0% | +5.7% | +9.3% | +13.6% |
| 30D | +16.9% | +17.1% | -0.1% | +13.0% |
| 3M | +9.2% | +7.6% | +1.6% | +7.1% |
| 6M | +34.7% | +14.1% | +20.6% | +29.6% |
| YTD | +25.4% | +23.3% | +2.1% | +13.8% |
| 1Y | +21.7% | +36.0% | -14.2% | +4.0% |
| All | +21.7% | +37.6% | -15.9% | +4.0% |
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