+293.8%
RCL vs NVS
+133.6%
+160.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | -0.2% | -1.0% | +0.8% | +0.2% |
| 30D | +14.4% | +12.5% | +1.9% | +9.7% |
| 3M | +5.2% | +5.2% | 0.0% | +2.5% |
| 6M | +26.1% | +8.2% | +18.0% | +21.1% |
| YTD | +17.4% | +19.8% | -2.4% | +8.9% |
| 1Y | +24.7% | +24.8% | -0.1% | +13.9% |
| 3Y | +250.9% | +90.0% | +160.9% | +160.7% |
| 5Y | +293.8% | +134.3% | +159.6% | +145.6% |
| All | +293.8% | +133.6% | +160.3% | +145.6% |
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