+40.6%
NVDL vs HRB
+1.1%
+39.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.6% | +0.8% |
| 7D | +11.7% | -5.7% | +17.3% | +10.4% |
| 30D | +7.8% | +7.9% | -0.1% | +9.8% |
| 3M | +3.3% | +32.1% | -28.8% | +12.2% |
| 6M | +38.9% | +62.2% | -23.4% | +57.0% |
| YTD | +28.5% | +16.4% | +12.1% | +22.6% |
| 1Y | +40.6% | -0.3% | +40.9% | +16.1% |
| All | +40.6% | +1.1% | +39.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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