+439.2%
RVMD vs NVS
+27.7%
+411.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.3% |
| 7D | +1.0% | +4.0% | -3.0% | -0.4% |
| 30D | +6.4% | +3.6% | +2.9% | +4.9% |
| 3M | +34.9% | +7.8% | +27.1% | +30.9% |
| 6M | +107.6% | -0.2% | +107.7% | +104.6% |
| YTD | +163.7% | +19.6% | +144.1% | +153.6% |
| 1Y | +439.2% | +28.4% | +410.8% | +405.1% |
| All | +439.2% | +27.7% | +411.5% | +405.1% |
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