+10.1%
MMM vs NVS
+25.4%
-15.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -0.4% | -1.3% | +0.9% | 0.0% |
| 30D | +12.1% | +9.3% | +2.9% | +9.5% |
| 3M | +1.4% | +5.8% | -4.4% | -1.3% |
| 6M | +26.6% | +7.2% | +19.4% | +22.0% |
| YTD | +16.8% | +20.0% | -3.1% | +7.8% |
| 1Y | +10.1% | +25.4% | -15.3% | -0.3% |
| All | +10.1% | +25.4% | -15.3% | -0.3% |
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