+75.6%
HST vs NVT
+3.0%
+72.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -12.7% | +14.0% | +2.1% |
| 7D | +3.3% | -19.5% | +22.8% | +4.8% |
| 30D | +16.4% | -32.4% | +48.8% | +19.5% |
| 3M | +5.5% | -30.3% | +35.8% | +7.8% |
| 6M | +31.1% | -30.4% | +61.6% | +33.9% |
| YTD | +55.9% | +11.3% | +44.6% | +48.3% |
| 1Y | +75.6% | +3.6% | +72.0% | +68.3% |
| All | +75.6% | +3.0% | +72.6% | +68.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling