+82.3%
HST vs NVT
+226.5%
-144.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +3.6% | +8.0% | -4.4% | +1.2% |
| 30D | +11.2% | -24.8% | +36.0% | +19.3% |
| 3M | +13.1% | -32.4% | +45.5% | +24.4% |
| 6M | +23.9% | -33.5% | +57.4% | +35.4% |
| YTD | +52.3% | +13.2% | +39.1% | +34.7% |
| 1Y | +56.7% | +9.0% | +47.7% | +39.9% |
| 3Y | +87.5% | +129.4% | -41.9% | +7.2% |
| All | +82.3% | +226.5% | -144.3% | -23.9% |
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