+246.3%
HPE vs NVT
+178.0%
+68.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.1% | -4.1% | -5.1% |
| 7D | +1.4% | +2.0% | -0.6% | +0.3% |
| 30D | +1.5% | -7.2% | +8.7% | +5.5% |
| 3M | +21.7% | -0.9% | +22.6% | +21.3% |
| 6M | +164.2% | +42.6% | +121.6% | +118.1% |
| YTD | +132.1% | +52.9% | +79.2% | +83.2% |
| 1Y | +130.6% | +64.5% | +66.2% | +73.6% |
| All | +246.3% | +178.0% | +68.3% | +77.7% |
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