+73.9%
HST vs NVT
+420.2%
-346.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.3% | +0.7% |
| 7D | -0.3% | +7.0% | -7.3% | -2.5% |
| 30D | -2.8% | -2.3% | -0.4% | -2.5% |
| 3M | -6.5% | -3.1% | -3.4% | -6.9% |
| 6M | +20.7% | +47.0% | -26.3% | +1.8% |
| YTD | +30.5% | +56.2% | -25.8% | +7.0% |
| 1Y | +36.8% | +74.5% | -37.8% | +5.7% |
| 3Y | +65.9% | +184.0% | -118.1% | -6.2% |
| 5Y | +73.9% | +410.8% | -336.9% | -33.6% |
| All | +73.9% | +420.2% | -346.3% | -33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling