+26.1%
PAAS vs NVS
+37.6%
-11.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.6% | +4.8% | +7.2% |
| 7D | -1.1% | +5.7% | -6.8% | -2.7% |
| 30D | -8.5% | +17.1% | -25.5% | -12.8% |
| 3M | -7.3% | +7.6% | -14.9% | -10.2% |
| 6M | -18.3% | +14.1% | -32.4% | -23.9% |
| YTD | -19.2% | +23.3% | -42.5% | -24.0% |
| 1Y | +26.1% | +36.0% | -9.8% | +17.3% |
| All | +26.1% | +37.6% | -11.5% | +17.3% |
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 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