+63.0%
HBAN vs NVT
+694.8%
-631.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.7% |
| 7D | -1.9% | +2.0% | -4.0% | -3.1% |
| 30D | -5.9% | -7.2% | +1.3% | -2.6% |
| 3M | +0.2% | -0.9% | +1.1% | -2.0% |
| 6M | +6.6% | +42.6% | -35.9% | -17.3% |
| YTD | -1.7% | +52.9% | -54.6% | -27.4% |
| 1Y | -1.7% | +64.5% | -66.2% | -31.9% |
| 3Y | +74.9% | +178.0% | -103.1% | -21.0% |
| 5Y | +36.0% | +402.8% | -366.8% | -60.6% |
| All | +63.0% | +694.8% | -631.9% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling