+26.3%
NVS vs BIYA
-99.8%
+126.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -15.7% | -1.3% | -14.4% | -15.7% |
| 30D | -11.1% | -15.9% | +4.8% | -11.0% |
| 3M | -7.2% | -81.2% | +74.1% | -7.2% |
| 6M | -12.3% | -88.2% | +75.9% | -12.2% |
| YTD | +2.8% | -94.1% | +96.9% | +3.1% |
| 1Y | +11.9% | -98.7% | +110.6% | +12.9% |
| All | +26.3% | -99.8% | +126.1% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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