+878.9%
HOOD vs NVS
+90.5%
+788.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | +3.8% | -1.0% | +4.8% | +4.0% |
| 30D | -26.4% | +12.5% | -38.9% | -27.9% |
| 3M | -14.3% | +5.2% | -19.5% | -14.8% |
| 6M | +3.9% | +8.2% | -4.2% | +2.5% |
| YTD | -28.1% | +19.8% | -47.8% | -29.4% |
| 1Y | -38.8% | +24.8% | -63.6% | -40.3% |
| All | +878.9% | +90.5% | +788.4% | +1,026.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling