+9.2%
HBAN vs NVS
+37.6%
-28.4%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +0.6% |
| 7D | +2.3% | +5.7% | -3.4% | +1.3% |
| 30D | +5.0% | +17.1% | -12.0% | +2.1% |
| 3M | -7.6% | +7.6% | -15.3% | -9.3% |
| 6M | +1.3% | +14.1% | -12.8% | -3.1% |
| YTD | -4.7% | +23.3% | -28.0% | -11.8% |
| 1Y | +9.2% | +36.0% | -26.8% | -1.8% |
| All | +9.2% | +37.6% | -28.4% | -1.8% |
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 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