+820.4%
MSCI vs NVS
+249.7%
+570.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.5% |
| 7D | -1.9% | -2.8% | +0.9% | -0.6% |
| 30D | +16.5% | +11.5% | +5.0% | +10.9% |
| 3M | +18.2% | +3.7% | +14.5% | +15.3% |
| 6M | +14.0% | +10.4% | +3.6% | +7.1% |
| YTD | +16.6% | +19.8% | -3.2% | +4.2% |
| 1Y | +14.8% | +26.6% | -11.8% | -0.5% |
| 3Y | +33.3% | +90.1% | -56.8% | -11.3% |
| 5Y | +9.1% | +133.4% | -124.3% | -38.4% |
| 10Y | +820.4% | +251.0% | +569.4% | +339.9% |
| All | +820.4% | +249.7% | +570.6% | +339.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling