+10.7%
NVS vs BLDR
-57.4%
+68.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.5% |
| 7D | -14.3% | -8.2% | -6.0% | -13.4% |
| 30D | -10.0% | -16.6% | +6.7% | -8.2% |
| 3M | -10.9% | -23.2% | +12.3% | -8.4% |
| 6M | -12.0% | -33.7% | +21.8% | -8.0% |
| YTD | +2.5% | -41.3% | +43.8% | +7.3% |
| 1Y | +10.7% | -58.8% | +69.5% | +27.6% |
| All | +10.7% | -57.4% | +68.1% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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