-36.1%
HOOD vs NVS
+37.6%
-73.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.6% | +1.0% |
| 7D | -4.4% | +5.7% | -10.1% | -5.9% |
| 30D | -23.4% | +17.1% | -40.5% | -26.9% |
| 3M | -6.5% | +7.6% | -14.2% | -8.3% |
| 6M | +14.2% | +14.1% | +0.1% | +8.1% |
| YTD | -22.7% | +23.3% | -46.0% | -27.6% |
| 1Y | -36.1% | +36.0% | -72.1% | -43.2% |
| All | -36.1% | +37.6% | -73.7% | -43.2% |
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