+120.8%
MPC vs NVS
+10.6%
+110.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -13.9% | +16.2% | -0.2% |
| 7D | +3.9% | -14.6% | +18.5% | +1.2% |
| 30D | +33.8% | -11.9% | +45.7% | +31.1% |
| 3M | +49.9% | -6.0% | +55.8% | +49.2% |
| 6M | +80.9% | -11.4% | +92.3% | +79.1% |
| YTD | +147.4% | +2.9% | +144.5% | +142.5% |
| All | +120.8% | +10.6% | +110.2% | +116.2% |
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