-42.5%
NOW vs NVS
+32.8%
-75.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.1% |
| 7D | -8.7% | +2.5% | -11.3% | -8.3% |
| 30D | -29.3% | +13.6% | -42.9% | -28.1% |
| 3M | -21.8% | +4.1% | -26.0% | -20.8% |
| 6M | +9.2% | +11.8% | -2.6% | +13.3% |
| YTD | -35.0% | +22.0% | -57.0% | -34.0% |
| 1Y | -42.5% | +32.3% | -74.8% | -42.4% |
| All | -42.5% | +32.8% | -75.3% | -42.4% |
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