+910.3%
XBI vs NVS
+482.2%
+428.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -4.6% | -15.7% | +11.1% | +5.5% |
| 30D | -0.8% | -11.1% | +10.3% | +5.8% |
| 3M | +21.8% | -7.2% | +29.0% | +26.0% |
| 6M | +23.2% | -12.3% | +35.5% | +32.2% |
| YTD | +28.7% | +2.8% | +26.0% | +24.3% |
| 1Y | +67.8% | +11.9% | +55.8% | +52.4% |
| 3Y | +100.6% | +55.1% | +45.6% | +43.7% |
| 5Y | +19.8% | +94.1% | -74.2% | -27.6% |
| 10Y | +159.7% | +181.2% | -21.5% | +21.5% |
| All | +910.3% | +482.2% | +428.0% | +193.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling