+46.6%
NVT vs NVS
-12.1%
+58.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.2% | +4.9% | +4.6% |
| 7D | +4.1% | -14.3% | +18.3% | +0.2% |
| 30D | -5.1% | -10.0% | +4.8% | -7.4% |
| 3M | -1.2% | -10.9% | +9.7% | -3.4% |
| 6M | +46.6% | -12.0% | +58.5% | +48.3% |
| All | +46.6% | -12.1% | +58.7% | +48.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling