+250.7%
HOOD vs NVS
+108.4%
+142.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.7% |
| 7D | +17.1% | +4.0% | +13.1% | +16.1% |
| 30D | +31.6% | +3.6% | +28.0% | +30.7% |
| 3M | +38.2% | +7.8% | +30.4% | +35.8% |
| 6M | +48.5% | -0.2% | +48.7% | +47.9% |
| YTD | +8.0% | +19.6% | -11.6% | +4.2% |
| 1Y | +18.7% | +28.4% | -9.7% | +12.9% |
| 3Y | +999.1% | +76.2% | +922.9% | +883.6% |
| 5Y | +181.7% | +111.1% | +70.6% | +72.3% |
| All | +250.7% | +108.4% | +142.3% | +108.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling