+31.6%
HPQ vs NVTS
+105.1%
-73.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.3% | +4.1% | +8.2% |
| 7D | +9.8% | -1.4% | +11.2% | +9.8% |
| 30D | +22.4% | -16.5% | +38.9% | +23.2% |
| 3M | +45.2% | -47.6% | +92.8% | +49.5% |
| 6M | +96.4% | +7.3% | +89.1% | +89.8% |
| YTD | +65.4% | +62.9% | +2.5% | +53.8% |
| 1Y | +31.6% | +91.3% | -59.7% | +14.8% |
| All | +31.6% | +105.1% | -73.5% | +14.8% |
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