+963.5%
HOOD vs NVT
+184.0%
+779.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -0.2% |
| 7D | +7.7% | +7.0% | +0.7% | +3.2% |
| 30D | +22.0% | -2.3% | +24.3% | +22.8% |
| 3M | +37.6% | -3.1% | +40.7% | +36.3% |
| 6M | +45.3% | +47.0% | -1.7% | +3.5% |
| YTD | +1.9% | +56.2% | -54.3% | -31.5% |
| 1Y | -2.7% | +74.5% | -77.3% | -39.6% |
| All | +963.5% | +184.0% | +779.5% | +330.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling