-34.0%
HDB vs NVS
+10.8%
-44.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.2% | +7.1% | +6.9% |
| 7D | +0.7% | -14.3% | +15.0% | +5.0% |
| 30D | +1.0% | -10.0% | +10.9% | +3.5% |
| 3M | -2.0% | -10.9% | +8.9% | +0.6% |
| 6M | -18.1% | -12.0% | -6.1% | -16.2% |
| YTD | -36.1% | +2.5% | -38.6% | -34.7% |
| 1Y | -34.0% | +10.7% | -44.7% | -32.3% |
| All | -34.0% | +10.8% | -44.9% | -32.3% |
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