+15.2%
NXPI vs NVS
+92.5%
-77.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | -0.1% | -0.2% |
| 7D | -2.3% | -15.4% | +13.1% | +2.1% |
| 30D | -4.3% | -12.3% | +8.0% | -1.3% |
| 3M | -24.7% | -7.8% | -16.9% | -23.7% |
| 6M | +9.7% | -13.0% | +22.7% | +13.3% |
| YTD | +3.8% | +2.8% | +1.0% | +0.8% |
| 1Y | +1.6% | +10.6% | -9.0% | -3.8% |
| 3Y | +16.0% | +55.1% | -39.0% | -2.6% |
| All | +15.2% | +92.5% | -77.3% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling