+646.5%
NOK vs NVS
+1,076.7%
-430.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +9.3% | -15.4% | +24.7% | +18.9% |
| 30D | +17.9% | -12.3% | +30.2% | +24.7% |
| 3M | -22.3% | -7.8% | -14.5% | -20.9% |
| 6M | +36.4% | -13.0% | +49.4% | +43.1% |
| YTD | +66.3% | +2.8% | +63.6% | +56.9% |
| 1Y | +134.4% | +10.6% | +123.8% | +109.3% |
| 3Y | +186.6% | +55.1% | +131.5% | +101.9% |
| 5Y | +102.7% | +91.7% | +11.0% | +22.1% |
| 10Y | +129.8% | +181.2% | -51.4% | +3.1% |
| All | +646.5% | +1,076.7% | -430.2% | +38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling