+2.6%
NOW vs NVS
+88.8%
-86.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -13.9% | +8.9% | -3.7% |
| 7D | -6.1% | -14.6% | +8.5% | -4.7% |
| 30D | +7.5% | -11.9% | +19.4% | +8.8% |
| 3M | +17.5% | -6.0% | +23.5% | +18.2% |
| 6M | +7.9% | -11.4% | +19.3% | +9.2% |
| YTD | -12.4% | +2.9% | -15.3% | -13.7% |
| 1Y | -28.6% | +10.2% | -38.8% | -30.6% |
| 3Y | +11.8% | +55.3% | -43.5% | -0.9% |
| 5Y | +2.6% | +89.6% | -87.0% | -18.9% |
| All | +2.6% | +88.8% | -86.2% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling