+160.3%
EBAY vs NVS
+54.2%
+106.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.6% |
| 7D | +4.2% | -14.3% | +18.5% | +7.2% |
| 30D | +5.6% | -10.0% | +15.6% | +7.3% |
| 3M | -1.4% | -10.9% | +9.5% | +0.4% |
| 6M | +18.2% | -12.0% | +30.2% | +20.6% |
| YTD | +24.8% | +2.5% | +22.3% | +22.2% |
| 1Y | +18.0% | +10.7% | +7.3% | +12.8% |
| 3Y | +160.3% | +53.3% | +107.0% | +119.8% |
| All | +160.3% | +54.2% | +106.0% | +119.8% |
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