+54.2%
RSP vs NVS
+55.0%
-0.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -13.9% | +12.9% | +1.9% |
| 7D | -0.4% | -14.6% | +14.2% | +2.8% |
| 30D | -1.5% | -11.9% | +10.4% | +0.8% |
| 3M | +4.8% | -6.0% | +10.8% | +5.3% |
| 6M | +10.3% | -11.4% | +21.7% | +12.4% |
| YTD | +14.1% | +2.9% | +11.1% | +11.8% |
| 1Y | +17.0% | +10.2% | +6.8% | +12.6% |
| 3Y | +54.2% | +55.3% | -1.1% | +35.2% |
| All | +54.2% | +55.0% | -0.8% | +35.2% |
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