+37.0%
HPQ vs NVT
+190.9%
-153.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.6% | +3.8% | +7.4% |
| 7D | +9.8% | +4.1% | +5.7% | +8.8% |
| 30D | +22.4% | -5.1% | +27.5% | +23.4% |
| 3M | +45.2% | -1.2% | +46.3% | +43.9% |
| 6M | +96.4% | +46.6% | +49.9% | +72.4% |
| YTD | +65.4% | +60.0% | +5.4% | +39.8% |
| 1Y | +31.6% | +70.8% | -39.2% | +8.2% |
| 3Y | +37.0% | +187.5% | -150.5% | -15.9% |
| All | +37.0% | +190.9% | -153.9% | -15.9% |
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