+19.8%
HAS vs NVS
+11.3%
+8.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -3.1% | -15.7% | +12.6% | +1.8% |
| 30D | -6.4% | -11.1% | +4.7% | -3.6% |
| 3M | +10.4% | -7.2% | +17.6% | +11.6% |
| 6M | -3.7% | -12.3% | +8.7% | -1.0% |
| YTD | +12.5% | +2.8% | +9.7% | +11.1% |
| 1Y | +19.8% | +11.9% | +7.9% | +15.6% |
| All | +19.8% | +11.3% | +8.5% | +15.6% |
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