+27.9%
IWD vs NVS
+11.3%
+16.7%
-6.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.3% | -15.7% | +13.4% | +0.1% |
| 30D | -1.8% | -11.1% | +9.3% | -0.3% |
| 3M | +8.0% | -7.2% | +15.2% | +8.4% |
| 6M | +17.0% | -12.3% | +29.3% | +18.7% |
| YTD | +21.3% | +2.8% | +18.5% | +19.1% |
| 1Y | +27.9% | +11.9% | +16.0% | +23.2% |
| All | +27.9% | +11.3% | +16.7% | +23.2% |
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