+255.3%
MRVL vs NVS
+10.8%
+244.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.3% | +4.0% |
| 7D | +5.6% | -14.3% | +19.9% | +5.0% |
| 30D | +8.8% | -10.0% | +18.7% | +8.2% |
| 3M | -15.9% | -10.9% | -5.0% | -16.2% |
| 6M | +161.3% | -12.0% | +173.2% | +161.9% |
| YTD | +178.2% | +2.5% | +175.7% | +172.1% |
| 1Y | +255.3% | +10.7% | +244.6% | +246.2% |
| All | +255.3% | +10.8% | +244.5% | +246.2% |
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