+1,078.6%
NVS vs WWD
+11,925.1%
-10,846.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -2.0% | -11.9% | -13.7% |
| 7D | -14.6% | +0.8% | -15.4% | -14.7% |
| 30D | -11.9% | -6.4% | -5.5% | -11.1% |
| 3M | -6.0% | -5.6% | -0.3% | -5.4% |
| 6M | -11.4% | -9.1% | -2.3% | -10.6% |
| YTD | +2.9% | +12.5% | -9.6% | +0.7% |
| 1Y | +10.2% | +41.3% | -31.1% | +4.3% |
| 3Y | +55.3% | +170.2% | -114.9% | +32.7% |
| 5Y | +89.6% | +192.5% | -102.9% | +58.4% |
| 10Y | +176.1% | +476.9% | -300.8% | +102.4% |
| All | +1,078.6% | +11,925.1% | -10,846.5% | +568.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WWD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling