+121.0%
HBAN vs NVMI
+1,965.6%
-1,844.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.6% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -5.6% | -8.4% | +2.8% | -4.8% |
| 3M | -1.1% | -33.6% | +32.4% | +2.5% |
| 6M | +9.9% | -14.7% | +24.6% | +10.6% |
| YTD | -0.9% | +13.2% | -14.2% | -3.4% |
| 1Y | -1.4% | +29.0% | -30.4% | -5.5% |
| 3Y | +78.2% | +215.0% | -136.8% | +53.2% |
| 5Y | +37.0% | +268.6% | -231.6% | +14.9% |
| 10Y | +158.9% | +3,124.7% | -2,965.8% | +79.8% |
| All | +121.0% | +1,965.6% | -1,844.6% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 all: compounded portfolio wealth divided by compounded NVMI 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…
all analysis · Full analysis span regression · 6 months rolling