+449.6%
HST vs NVMI
+1,967.2%
-1,517.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.5% | -5.2% | -0.4% |
| 7D | -1.0% | +6.6% | -7.6% | -1.8% |
| 30D | -12.3% | -7.5% | -4.7% | -11.5% |
| 3M | -6.4% | -28.5% | +22.1% | -3.2% |
| 6M | +15.0% | -15.7% | +30.7% | +16.0% |
| YTD | +30.5% | +13.3% | +17.2% | +26.5% |
| 1Y | +35.7% | +48.3% | -12.6% | +26.5% |
| 3Y | +68.4% | +191.2% | -122.9% | +41.1% |
| 5Y | +73.1% | +268.7% | -195.5% | +39.9% |
| 10Y | +92.7% | +3,034.8% | -2,942.1% | +22.6% |
| All | +449.6% | +1,967.2% | -1,517.6% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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