+40.6%
NVDL vs HBM
+123.0%
-82.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +2.1% |
| 7D | +11.7% | -6.4% | +18.0% | +15.2% |
| 30D | +7.8% | +5.9% | +1.9% | +4.8% |
| 3M | +3.3% | -8.9% | +12.2% | +7.1% |
| 6M | +38.9% | +10.7% | +28.2% | +29.7% |
| YTD | +28.5% | +38.3% | -9.8% | +4.0% |
| 1Y | +40.6% | +121.3% | -80.7% | -11.1% |
| All | +40.6% | +123.0% | -82.4% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling