+649.9%
NVDL vs HBM
+458.1%
+191.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -10.3% | -3.3% | -7.0% | -8.9% |
| 30D | -7.1% | -4.8% | -2.3% | -5.0% |
| 3M | +6.6% | -0.4% | +7.0% | +5.0% |
| 6M | +21.1% | +17.9% | +3.2% | +7.4% |
| YTD | +15.2% | +33.7% | -18.5% | -10.2% |
| 1Y | +18.8% | +95.6% | -76.8% | -28.5% |
| 3Y | +649.9% | +458.1% | +191.8% | +173.0% |
| All | +649.9% | +458.1% | +191.8% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling