+2,490.2%
NVDL vs HAS
+73.5%
+2,416.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.7% |
| 7D | -10.3% | -1.1% | -9.3% | -10.0% |
| 30D | -7.1% | -2.8% | -4.3% | -6.4% |
| 3M | +6.6% | +10.1% | -3.5% | +2.2% |
| 6M | +21.1% | -1.4% | +22.4% | +20.2% |
| YTD | +15.2% | +14.2% | +1.0% | +7.2% |
| 1Y | +18.8% | +18.2% | +0.6% | +8.8% |
| 3Y | +649.9% | +48.6% | +601.3% | +512.5% |
| All | +2,490.2% | +73.5% | +2,416.7% | +1,881.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling