+248.8%
NBIS vs NVS
+27.7%
+221.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.4% | +6.7% |
| 7D | +8.2% | +4.0% | +4.2% | +10.1% |
| 30D | +3.4% | +3.6% | -0.2% | +5.6% |
| 3M | -12.8% | +7.8% | -20.6% | -10.2% |
| 6M | +131.5% | -0.2% | +131.7% | +132.9% |
| YTD | +170.5% | +19.6% | +150.9% | +200.7% |
| 1Y | +248.8% | +28.4% | +220.4% | +318.8% |
| All | +248.8% | +27.7% | +221.0% | +318.8% |
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