+230.8%
RDW vs NVS
+54.2%
+176.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | +0.9% | -14.3% | +15.1% | +5.8% |
| 30D | -21.3% | -10.0% | -11.3% | -19.7% |
| 3M | -37.9% | -10.9% | -27.0% | -36.7% |
| 6M | +12.3% | -12.0% | +24.2% | +15.0% |
| YTD | +39.7% | +2.5% | +37.2% | +33.0% |
| 1Y | +25.7% | +10.7% | +15.0% | +15.1% |
| 3Y | +230.8% | +53.3% | +177.5% | +162.6% |
| All | +230.8% | +54.2% | +176.6% | +162.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling