-29.8%
NOW vs NVS
+10.4%
-40.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -4.1% | -15.4% | +11.3% | -5.8% |
| 30D | +2.9% | -12.3% | +15.2% | +2.2% |
| 3M | +22.6% | -7.8% | +30.4% | +23.7% |
| 6M | +7.5% | -13.0% | +20.5% | +7.9% |
| YTD | -14.4% | +2.8% | -17.2% | -14.3% |
| 1Y | -29.8% | +10.6% | -40.4% | -30.0% |
| All | -29.8% | +10.4% | -40.2% | -30.0% |
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