-6.0%
DHR vs NVTS
+37.8%
-43.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | -0.1% |
| 7D | -2.4% | +3.5% | -5.9% | -2.5% |
| 30D | -2.2% | -11.9% | +9.8% | -2.0% |
| 3M | +9.0% | -49.2% | +58.2% | +10.1% |
| 6M | +3.5% | +38.4% | -34.9% | +1.2% |
| YTD | -10.1% | +62.5% | -72.6% | -12.7% |
| 1Y | +6.2% | +101.4% | -95.2% | +1.7% |
| All | -6.0% | +37.8% | -43.8% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling