+223.9%
NXPI vs NVS
+179.5%
+44.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.6% |
| 7D | +3.9% | -14.3% | +18.1% | +10.7% |
| 30D | +1.4% | -10.0% | +11.3% | +5.3% |
| 3M | -21.5% | -10.9% | -10.6% | -18.5% |
| 6M | +19.4% | -12.0% | +31.4% | +24.3% |
| YTD | +9.9% | +2.5% | +7.4% | +5.7% |
| 1Y | +7.9% | +10.7% | -2.8% | -0.3% |
| 3Y | +22.7% | +53.3% | -30.6% | -6.5% |
| 5Y | +22.1% | +93.6% | -71.5% | -21.0% |
| All | +223.9% | +179.5% | +44.4% | +69.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling