+1,266.3%
NVDL vs HAS
+128.4%
+1,137.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.7% |
| 7D | -24.8% | +1.4% | -26.2% | -25.1% |
| 30D | -48.0% | +26.3% | -74.3% | -52.0% |
| 3M | -51.5% | +25.6% | -77.1% | -55.2% |
| 6M | -54.9% | +30.3% | -85.2% | -59.2% |
| YTD | -39.2% | +50.4% | -89.6% | -48.5% |
| 1Y | -41.1% | +57.7% | -98.8% | -51.2% |
| 3Y | +262.9% | +213.4% | +49.5% | +146.8% |
| All | +1,266.3% | +128.4% | +1,137.9% | +851.6% |
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