-4.9%
EQT vs NVS
+37.6%
-42.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.6% | -6.8% | -3.1% |
| 7D | -6.6% | +5.7% | -12.3% | -6.5% |
| 30D | +2.7% | +17.1% | -14.3% | +2.6% |
| 3M | -0.2% | +7.6% | -7.8% | -0.1% |
| 6M | -10.6% | +14.1% | -24.7% | -10.6% |
| YTD | -1.2% | +23.3% | -24.5% | -4.8% |
| 1Y | -4.9% | +36.0% | -40.8% | -11.3% |
| All | -4.9% | +37.6% | -42.5% | -11.3% |
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 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