+18.7%
HPQ vs NVTS
+109.2%
-90.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.3% | -4.1% | +2.0% |
| 7D | +6.9% | +2.7% | +4.2% | +6.8% |
| 30D | +14.4% | -4.5% | +18.9% | +14.5% |
| 3M | +25.6% | -61.5% | +87.1% | +31.5% |
| 6M | +75.0% | +28.0% | +47.1% | +67.5% |
| YTD | +50.7% | +65.3% | -14.6% | +40.1% |
| 1Y | +18.7% | +113.0% | -94.3% | +2.1% |
| All | +18.7% | +109.2% | -90.6% | +2.1% |
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 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