+212.2%
PAAS vs NVS
+249.7%
-37.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.6% |
| 7D | -5.2% | -2.8% | -2.4% | -4.0% |
| 30D | -13.9% | +11.5% | -25.4% | -17.8% |
| 3M | -23.8% | +3.7% | -27.5% | -25.7% |
| 6M | -36.4% | +10.4% | -46.8% | -39.9% |
| YTD | -23.4% | +19.8% | -43.2% | -30.1% |
| 1Y | +5.6% | +26.6% | -20.9% | -6.0% |
| 3Y | +209.7% | +90.1% | +119.6% | +126.1% |
| 5Y | +55.6% | +133.4% | -77.8% | +3.7% |
| 10Y | +212.2% | +251.0% | -38.7% | +100.3% |
| All | +212.2% | +249.7% | -37.5% | +100.3% |
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 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