+250.7%
HOOD vs NVT
+429.3%
-178.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -3.9% |
| 7D | +17.1% | +5.1% | +12.0% | +13.3% |
| 30D | +31.6% | -3.7% | +35.3% | +34.1% |
| 3M | +38.2% | -10.1% | +48.4% | +44.8% |
| 6M | +48.5% | +37.5% | +11.1% | +9.7% |
| YTD | +8.0% | +53.7% | -45.8% | -27.9% |
| 1Y | +18.7% | +70.9% | -52.2% | -26.9% |
| 3Y | +999.1% | +180.4% | +818.7% | +323.0% |
| 5Y | +181.7% | +393.5% | -211.8% | -37.1% |
| All | +250.7% | +429.3% | -178.6% | -30.5% |
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