-54.6%
PODD vs NVS
+92.5%
-147.0%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -10.6% | -15.7% | +5.1% | -5.5% |
| 30D | -6.9% | -11.1% | +4.2% | -3.5% |
| 3M | -10.6% | -7.2% | -3.5% | -9.1% |
| 6M | -43.5% | -12.3% | -31.1% | -41.4% |
| YTD | -52.6% | +2.8% | -55.4% | -53.7% |
| 1Y | -60.1% | +11.9% | -72.1% | -62.3% |
| 3Y | -21.7% | +55.1% | -76.7% | -37.0% |
| 5Y | -54.6% | +94.1% | -148.6% | -68.7% |
| All | -54.6% | +92.5% | -147.0% | -68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling