+129.2%
HPE vs NVTS
+109.2%
+20.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.3% | -10.8% | -5.4% |
| 7D | -0.6% | +2.7% | -3.3% | -1.0% |
| 30D | -2.3% | -4.5% | +2.2% | -1.9% |
| 3M | -2.9% | -61.5% | +58.7% | +7.3% |
| 6M | +143.6% | +28.0% | +115.6% | +135.7% |
| YTD | +118.5% | +65.3% | +53.3% | +107.0% |
| 1Y | +129.2% | +113.0% | +16.2% | +109.4% |
| All | +129.2% | +109.2% | +20.0% | +109.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling