+174.9%
NVS vs BEN
+56.6%
+118.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -14.3% | -3.1% | -11.2% | -13.8% |
| 30D | -10.0% | +0.2% | -10.1% | -10.0% |
| 3M | -10.9% | +6.8% | -17.7% | -12.2% |
| 6M | -12.0% | +38.1% | -50.1% | -17.4% |
| YTD | +2.5% | +44.3% | -41.8% | -4.7% |
| 1Y | +10.7% | +42.6% | -31.9% | +2.9% |
| 3Y | +53.3% | +52.3% | +1.0% | +38.5% |
| 5Y | +93.6% | +37.6% | +56.0% | +74.4% |
| All | +174.9% | +56.6% | +118.2% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling