+40.6%
NVDL vs HST
+38.1%
+2.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.6% |
| 7D | +11.7% | -1.0% | +12.7% | +11.9% |
| 30D | +7.8% | -12.3% | +20.1% | +11.2% |
| 3M | +3.3% | -6.4% | +9.7% | +4.4% |
| 6M | +38.9% | +15.0% | +23.9% | +30.0% |
| YTD | +28.5% | +30.5% | -2.0% | +24.1% |
| 1Y | +40.6% | +35.7% | +4.9% | +38.9% |
| All | +40.6% | +38.1% | +2.5% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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