+688.3%
NVDL vs HAS
+43.5%
+644.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -0.8% | -4.8% | +4.0% | +1.1% |
| 30D | +3.4% | -5.1% | +8.5% | +5.2% |
| 3M | +8.1% | +6.4% | +1.7% | +4.6% |
| 6M | +31.9% | -5.6% | +37.5% | +33.1% |
| YTD | +21.1% | +11.0% | +10.1% | +12.6% |
| 1Y | +34.0% | +16.8% | +17.3% | +21.2% |
| All | +688.3% | +43.5% | +644.8% | +458.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling