+246.3%
HPE vs NVTS
+32.4%
+213.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.9% | -2.4% | -6.0% |
| 7D | +1.4% | +0.5% | +1.0% | +1.4% |
| 30D | +1.5% | -18.0% | +19.6% | +3.0% |
| 3M | +21.7% | -45.6% | +67.4% | +26.4% |
| 6M | +164.2% | +28.5% | +135.7% | +157.9% |
| YTD | +132.1% | +56.2% | +75.9% | +122.7% |
| 1Y | +130.6% | +97.7% | +33.0% | +116.0% |
| All | +246.3% | +32.4% | +213.9% | +244.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling