+180.5%
HOOD vs NVTS
-14.2%
+194.7%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.7% | -5.6% | -4.2% |
| 7D | +13.4% | +9.7% | +3.7% | +11.6% |
| 30D | +25.8% | -13.6% | +39.4% | +28.3% |
| 3M | +38.0% | -51.0% | +89.0% | +51.9% |
| 6M | +52.2% | +46.3% | +5.9% | +34.0% |
| YTD | +3.7% | +68.1% | -64.3% | -11.7% |
| 1Y | +0.1% | +113.9% | -113.9% | -19.8% |
| 3Y | +992.6% | +45.3% | +947.3% | +753.9% |
| All | +180.5% | -14.2% | +194.7% | +110.1% |
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