+2,788.3%
NVDL vs HAS
+75.3%
+2,712.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.2% | +1.8% |
| 7D | +11.7% | -1.8% | +13.5% | +12.4% |
| 30D | +7.8% | +2.3% | +5.6% | +6.7% |
| 3M | +3.3% | +10.4% | -7.1% | -0.9% |
| 6M | +38.9% | -3.2% | +42.1% | +38.9% |
| YTD | +28.5% | +15.4% | +13.1% | +19.2% |
| 1Y | +40.6% | +18.8% | +21.8% | +28.6% |
| 3Y | +648.7% | +43.9% | +604.8% | +514.5% |
| All | +2,788.3% | +75.3% | +2,712.9% | +2,101.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling