-44.6%
INFY vs NVS
+92.9%
-137.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -5.4% | -14.3% | +8.9% | -2.0% |
| 30D | -9.9% | -10.0% | +0.1% | -7.7% |
| 3M | -4.6% | -10.9% | +6.3% | -2.0% |
| 6M | -18.5% | -12.0% | -6.5% | -16.1% |
| YTD | -36.5% | +2.5% | -39.0% | -36.8% |
| 1Y | -32.8% | +10.7% | -43.4% | -34.1% |
| 3Y | -32.2% | +53.3% | -85.5% | -38.4% |
| All | -44.6% | +92.9% | -137.5% | -55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling