+64.2%
HBAN vs NVT
+731.8%
-667.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.9% | -1.7% |
| 7D | -1.0% | +4.1% | -5.1% | -3.3% |
| 30D | -5.6% | -5.1% | -0.5% | -3.5% |
| 3M | -1.1% | -1.2% | 0.0% | -3.1% |
| 6M | +9.9% | +46.6% | -36.7% | -15.9% |
| YTD | -0.9% | +60.0% | -60.9% | -28.6% |
| 1Y | -1.4% | +70.8% | -72.2% | -33.0% |
| 3Y | +78.2% | +187.5% | -109.3% | -20.8% |
| 5Y | +37.0% | +426.1% | -389.1% | -61.2% |
| All | +64.2% | +731.8% | -667.6% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling