+87.6%
ROIV vs NVS
+26.1%
+61.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | +9.2% | -1.0% | +10.2% | +9.2% |
| 30D | +19.9% | +12.5% | +7.4% | +20.8% |
| 3M | +10.6% | +5.2% | +5.4% | +7.6% |
| 6M | +36.1% | +8.2% | +27.9% | +29.1% |
| YTD | +84.3% | +19.8% | +64.5% | +70.3% |
| 1Y | +87.6% | +24.8% | +62.7% | +70.9% |
| All | +87.6% | +26.1% | +61.4% | +70.9% |
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