+67.2%
HST vs NVDX
+815.5%
-748.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | 0.0% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | -2.8% | +3.0% | -5.8% | -3.1% |
| 3M | -6.5% | +6.8% | -13.2% | -7.3% |
| 6M | +20.7% | +28.6% | -7.9% | +17.6% |
| YTD | +30.5% | +17.0% | +13.5% | +27.4% |
| 1Y | +36.8% | +27.0% | +9.8% | +31.9% |
| All | +67.2% | +815.5% | -748.4% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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