+214.8%
TER vs NVS
+11.3%
+203.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +9.4% | -15.7% | +25.1% | +10.6% |
| 30D | -2.4% | -11.1% | +8.6% | -2.6% |
| 3M | +6.5% | -7.2% | +13.7% | +2.4% |
| 6M | +23.2% | -12.3% | +35.5% | +21.3% |
| YTD | +91.5% | +2.8% | +88.7% | +77.4% |
| 1Y | +214.8% | +11.9% | +202.9% | +186.7% |
| All | +214.8% | +11.3% | +203.5% | +186.7% |
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