+48.3%
UBER vs NVS
+54.6%
-6.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -4.5% | -15.7% | +11.2% | -1.4% |
| 30D | -7.6% | -11.1% | +3.5% | -5.6% |
| 3M | +5.8% | -7.2% | +12.9% | +7.3% |
| 6M | +0.3% | -12.3% | +12.6% | +2.5% |
| YTD | -11.2% | +2.8% | -14.0% | -11.6% |
| 1Y | -23.0% | +11.9% | -34.9% | -24.3% |
| All | +48.3% | +54.6% | -6.3% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling