+7.0%
SHW vs NVS
+37.6%
-30.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.6% | +3.0% | +5.2% |
| 7D | +13.3% | +5.7% | +7.6% | +11.0% |
| 30D | +14.1% | +17.1% | -2.9% | +7.7% |
| 3M | +0.8% | +7.6% | -6.9% | -3.0% |
| 6M | +17.6% | +14.1% | +3.6% | +9.4% |
| YTD | +13.0% | +23.3% | -10.3% | +4.6% |
| 1Y | +7.0% | +36.0% | -29.0% | -3.9% |
| All | +7.0% | +37.6% | -30.7% | -3.9% |
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