-48.5%
PODD vs NVS
+37.6%
-86.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.6% | +3.0% | +5.4% |
| 7D | +10.8% | +5.7% | +5.1% | +8.9% |
| 30D | +21.7% | +17.1% | +4.6% | +16.0% |
| 3M | -1.1% | +7.6% | -8.7% | -3.9% |
| 6M | -3.7% | +14.1% | -17.8% | -9.7% |
| YTD | -41.9% | +23.3% | -65.2% | -48.7% |
| 1Y | -48.5% | +36.0% | -84.5% | -57.9% |
| All | -48.5% | +37.6% | -86.1% | -57.9% |
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