+129.2%
HPE vs NVDL
+42.2%
+87.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.9% |
| 7D | -0.6% | +11.7% | -12.3% | -3.1% |
| 30D | -2.3% | +7.8% | -10.1% | -4.4% |
| 3M | -2.9% | +3.3% | -6.2% | -5.0% |
| 6M | +143.6% | +38.9% | +104.7% | +121.4% |
| YTD | +118.5% | +28.5% | +90.0% | +99.4% |
| 1Y | +129.2% | +40.6% | +88.6% | +106.8% |
| All | +129.2% | +42.2% | +87.0% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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