+105.5%
HPQ vs NVT
+712.1%
-606.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.4% | +6.0% |
| 7D | +2.2% | +7.0% | -4.8% | -0.9% |
| 30D | +9.7% | -2.3% | +12.1% | +9.8% |
| 3M | +32.7% | -3.1% | +35.8% | +30.6% |
| 6M | +77.7% | +47.0% | +30.7% | +41.4% |
| YTD | +51.0% | +56.2% | -5.2% | +15.1% |
| 1Y | +18.4% | +74.5% | -56.1% | -15.5% |
| 3Y | +25.6% | +184.0% | -158.5% | -35.7% |
| 5Y | +38.6% | +410.8% | -372.1% | -50.4% |
| All | +105.5% | +712.1% | -606.6% | -46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling