+87.6%
SMH vs NVS
+10.8%
+76.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +0.3% | -14.3% | +14.5% | -0.3% |
| 30D | -2.8% | -10.0% | +7.2% | -3.3% |
| 3M | -6.7% | -10.9% | +4.2% | -7.1% |
| 6M | +41.8% | -12.0% | +53.7% | +41.7% |
| YTD | +57.9% | +2.5% | +55.4% | +54.9% |
| 1Y | +87.6% | +10.7% | +77.0% | +84.0% |
| All | +87.6% | +10.8% | +76.8% | +84.0% |
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