+14.7%
RTX vs NVS
+37.6%
-23.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.6% | -6.2% | -3.6% |
| 7D | +1.3% | +5.7% | -4.4% | -0.3% |
| 30D | +7.6% | +17.1% | -9.4% | +3.0% |
| 3M | -8.6% | +7.6% | -16.3% | -11.3% |
| 6M | +15.6% | +14.1% | +1.5% | +9.1% |
| YTD | +9.4% | +23.3% | -13.9% | +2.1% |
| 1Y | +14.7% | +36.0% | -21.3% | +6.0% |
| All | +14.7% | +37.6% | -23.0% | +6.0% |
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