+24.7%
HBAN vs NVTS
-16.8%
+41.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.3% | -3.5% | +0.6% |
| 7D | -1.0% | -1.4% | +0.4% | -0.9% |
| 30D | -5.6% | -16.5% | +10.9% | -4.8% |
| 3M | -1.1% | -47.6% | +46.5% | +1.5% |
| 6M | +9.9% | +7.3% | +2.6% | +7.0% |
| YTD | -0.9% | +62.9% | -63.8% | -6.6% |
| 1Y | -1.4% | +91.3% | -92.7% | -9.2% |
| 3Y | +78.2% | +43.4% | +34.8% | +60.7% |
| All | +24.7% | -16.8% | +41.5% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling