+70.9%
NVT vs NVS
+27.7%
+43.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.4% |
| 7D | +5.1% | +4.0% | +1.1% | +5.4% |
| 30D | -3.7% | +3.6% | -7.3% | -3.4% |
| 3M | -10.1% | +7.8% | -18.0% | -10.8% |
| 6M | +37.5% | -0.2% | +37.6% | +38.4% |
| YTD | +53.7% | +19.6% | +34.2% | +50.3% |
| 1Y | +70.9% | +28.4% | +42.5% | +65.4% |
| All | +70.9% | +27.7% | +43.1% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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