+100.2%
ROIV vs NVS
+28.3%
+72.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +1.6% |
| 7D | +9.5% | -2.8% | +12.3% | +9.5% |
| 30D | +21.0% | +11.5% | +9.5% | +21.8% |
| 3M | +18.7% | +3.7% | +15.0% | +16.5% |
| 6M | +44.5% | +10.4% | +34.1% | +35.2% |
| YTD | +92.9% | +19.8% | +73.0% | +77.7% |
| 1Y | +100.2% | +26.6% | +73.6% | +80.6% |
| All | +100.2% | +28.3% | +72.0% | +80.6% |
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 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