+271.5%
RMD vs NVS
+179.5%
+91.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -4.4% | -14.3% | +9.9% | +3.1% |
| 30D | -3.1% | -10.0% | +6.8% | +1.4% |
| 3M | +13.8% | -10.9% | +24.7% | +19.3% |
| 6M | -8.6% | -12.0% | +3.4% | -3.6% |
| YTD | -8.6% | +2.5% | -11.2% | -11.9% |
| 1Y | -19.7% | +10.7% | -30.4% | -26.1% |
| 3Y | +48.4% | +53.3% | -4.9% | +9.5% |
| 5Y | -22.7% | +93.6% | -116.3% | -52.0% |
| All | +271.5% | +179.5% | +91.9% | +90.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling