+318.3%
INTC vs NVS
+10.8%
+307.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.5% |
| 7D | +7.5% | -14.3% | +21.7% | +3.4% |
| 30D | +2.0% | -10.0% | +11.9% | -1.1% |
| 3M | -12.0% | -10.9% | -1.1% | -14.5% |
| 6M | +114.5% | -12.0% | +126.5% | +109.6% |
| YTD | +179.0% | +2.5% | +176.5% | +175.2% |
| 1Y | +318.3% | +10.7% | +307.6% | +318.4% |
| All | +318.3% | +10.8% | +307.5% | +318.4% |
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