+10.7%
DHR vs NVTS
-9.1%
+19.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.0% | -6.9% | +2.2% |
| 7D | +0.4% | -0.3% | +0.7% | +0.3% |
| 30D | +6.2% | -24.4% | +30.6% | +5.6% |
| 3M | +20.8% | -26.5% | +47.3% | +20.1% |
| 6M | +35.5% | -41.4% | +76.9% | +34.2% |
| YTD | +3.2% | +30.7% | -27.4% | -0.3% |
| 1Y | +10.7% | -10.8% | +21.5% | +7.3% |
| All | +10.7% | -9.1% | +19.7% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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