+187.4%
HIMS vs NVT
+721.4%
-533.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | -0.3% |
| 7D | -0.9% | +10.4% | -11.3% | -5.5% |
| 30D | -10.8% | -1.3% | -9.5% | -10.9% |
| 3M | +3.7% | -0.6% | +4.3% | +3.0% |
| 6M | +79.0% | +53.8% | +25.2% | +45.1% |
| YTD | -13.2% | +60.2% | -73.4% | -31.1% |
| 1Y | -43.3% | +76.8% | -120.0% | -56.7% |
| 3Y | +331.4% | +191.2% | +140.2% | +170.3% |
| 5Y | +230.2% | +430.9% | -200.7% | +77.6% |
| All | +187.4% | +721.4% | -533.9% | +48.1% |
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