+433.2%
SNDK vs NVS
+37.6%
+395.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.6% | -11.5% | -7.2% |
| 7D | -26.2% | +5.7% | -31.9% | -25.3% |
| 30D | -39.1% | +17.1% | -56.2% | -37.5% |
| 3M | -27.3% | +7.6% | -35.0% | -25.8% |
| 6M | -17.4% | +14.1% | -31.5% | -18.4% |
| YTD | +337.0% | +23.3% | +313.7% | +276.8% |
| 1Y | +433.2% | +36.0% | +397.2% | +304.4% |
| All | +433.2% | +37.6% | +395.5% | +304.4% |
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