+7.4%
EQT vs NVS
+10.8%
-3.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -2.0% | -14.3% | +12.3% | -0.9% |
| 30D | 0.0% | -10.0% | +10.0% | +0.6% |
| 3M | +5.9% | -10.9% | +16.8% | +6.6% |
| 6M | -14.8% | -12.0% | -2.8% | -14.1% |
| YTD | +1.8% | +2.5% | -0.7% | -2.3% |
| 1Y | +7.4% | +10.7% | -3.3% | -0.2% |
| All | +7.4% | +10.8% | -3.5% | -0.2% |
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