+133.9%
HL vs NVTS
+109.2%
+24.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.3% | -8.8% | -3.7% |
| 7D | +1.5% | +2.7% | -1.2% | +0.9% |
| 30D | +25.1% | -4.5% | +29.5% | +25.8% |
| 3M | +22.9% | -61.5% | +84.4% | +42.7% |
| 6M | -4.9% | +28.0% | -32.9% | -13.7% |
| YTD | +7.8% | +65.3% | -57.4% | -6.4% |
| 1Y | +133.9% | +113.0% | +20.9% | +144.4% |
| All | +133.9% | +109.2% | +24.7% | +144.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling