+241.0%
RVMD vs NVS
+37.6%
+203.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +1.7% |
| 7D | +5.8% | +5.7% | +0.1% | +4.0% |
| 30D | -3.8% | +17.1% | -20.9% | -8.4% |
| 3M | +3.2% | +7.6% | -4.4% | -0.1% |
| 6M | +35.0% | +14.1% | +20.9% | +27.7% |
| YTD | +150.7% | +23.3% | +127.4% | +142.1% |
| 1Y | +241.0% | +36.0% | +205.0% | +218.8% |
| All | +241.0% | +37.6% | +203.3% | +218.8% |
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