-10.0%
PLTR vs NVS
+37.6%
-47.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.6% | -5.7% | -1.8% |
| 7D | -12.8% | +5.7% | -18.5% | -12.3% |
| 30D | -9.3% | +17.1% | -26.4% | -8.1% |
| 3M | +5.6% | +7.6% | -2.1% | +7.1% |
| 6M | +17.6% | +14.1% | +3.5% | +19.6% |
| YTD | -3.4% | +23.3% | -26.7% | -7.0% |
| 1Y | -10.0% | +36.0% | -46.0% | -17.0% |
| All | -10.0% | +37.6% | -47.6% | -17.0% |
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