+41.8%
NVAX vs SPY
+14.6%
+27.2%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.7% | +8.4% | +6.6% |
| 7D | +3.2% | -0.7% | +3.9% | +4.9% |
| 30D | -15.2% | -1.0% | -14.2% | -12.9% |
| 3M | +39.0% | -0.3% | +39.4% | +41.4% |
| 6M | +32.6% | +7.3% | +25.3% | +17.3% |
| YTD | +58.5% | +13.3% | +45.2% | +28.1% |
| 1Y | +41.8% | +14.8% | +27.0% | +12.6% |
| All | +41.8% | +14.6% | +27.2% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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