+3,638.6%
EOG vs NVS
+1,078.6%
+2,560.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -13.9% | +14.0% | +6.0% |
| 7D | -2.0% | -14.6% | +12.6% | +4.0% |
| 30D | +7.9% | -11.9% | +19.8% | +12.9% |
| 3M | +4.5% | -6.0% | +10.4% | +6.0% |
| 6M | +12.3% | -11.4% | +23.7% | +16.2% |
| YTD | +41.9% | +2.9% | +39.0% | +37.1% |
| 1Y | +27.8% | +10.2% | +17.6% | +19.5% |
| 3Y | +21.8% | +55.3% | -33.5% | -4.2% |
| 5Y | +174.0% | +89.6% | +84.4% | +94.1% |
| 10Y | +110.4% | +176.1% | -65.7% | +25.6% |
| All | +3,638.6% | +1,078.6% | +2,560.0% | +1,388.3% |
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 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