+10.7%
SNDU vs NVS
+6.7%
+3.9%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +3.6% | -19.4% | -12.3% |
| 7D | -48.0% | +5.7% | -53.7% | -44.7% |
| 30D | -66.4% | +17.1% | -83.5% | -61.0% |
| 3M | -58.7% | +7.6% | -66.4% | -52.8% |
| 6M | -68.6% | +14.1% | -82.7% | -63.2% |
| All | +10.7% | +6.7% | +3.9% | +48.2% |
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