+155.0%
HPE vs NVDL
+15.4%
+139.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.2% | +12.6% | +12.5% |
| 7D | +19.4% | -10.3% | +29.7% | +22.3% |
| 30D | +5.6% | -7.1% | +12.7% | +7.0% |
| 3M | +33.1% | +6.6% | +26.5% | +29.2% |
| 6M | +192.5% | +21.1% | +171.4% | +173.5% |
| YTD | +160.9% | +15.2% | +145.7% | +143.5% |
| 1Y | +155.0% | +18.8% | +136.2% | +136.4% |
| All | +155.0% | +15.4% | +139.6% | +136.4% |
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