+6.9%
NXT vs NVS
+37.6%
-30.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.6% | +7.5% | +10.8% |
| 7D | +30.0% | +5.7% | +24.3% | +29.4% |
| 30D | +28.6% | +17.1% | +11.5% | +26.7% |
| 3M | +8.4% | +7.6% | +0.8% | +7.2% |
| 6M | -8.7% | +14.1% | -22.8% | -12.0% |
| YTD | +22.5% | +23.3% | -0.8% | +22.5% |
| 1Y | +6.9% | +36.0% | -29.1% | +3.7% |
| All | +6.9% | +37.6% | -30.7% | +3.7% |
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