+306.7%
MRVL vs NVS
+54.6%
+252.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +8.7% | -15.7% | +24.4% | +6.3% |
| 30D | +6.9% | -11.1% | +18.0% | +5.4% |
| 3M | -10.1% | -7.2% | -2.9% | -10.9% |
| 6M | +143.4% | -12.3% | +155.8% | +140.0% |
| YTD | +167.5% | +2.8% | +164.7% | +170.6% |
| 1Y | +239.0% | +11.9% | +227.0% | +248.7% |
| All | +306.7% | +54.6% | +252.2% | +364.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling