+96.2%
SMH vs NVS
+27.7%
+68.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.9% | +4.5% | +2.5% |
| 7D | +2.5% | +4.0% | -1.5% | +2.7% |
| 30D | -0.5% | +3.6% | -4.1% | -0.3% |
| 3M | -9.6% | +7.8% | -17.5% | -10.2% |
| 6M | +42.1% | -0.2% | +42.2% | +43.5% |
| YTD | +57.4% | +19.6% | +37.9% | +55.6% |
| 1Y | +96.2% | +28.4% | +67.8% | +94.5% |
| All | +96.2% | +27.7% | +68.5% | +94.5% |
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