+3.6%
NVT vs ALHC
-51.4%
+55.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +10.1% | -22.9% | -12.3% |
| 7D | -19.5% | -0.5% | -19.0% | -19.3% |
| 30D | -32.4% | -4.2% | -28.2% | -32.3% |
| 3M | -30.3% | -39.8% | +9.4% | -31.0% |
| 6M | -30.4% | -57.7% | +27.3% | -30.7% |
| YTD | +11.3% | -58.8% | +70.1% | +6.2% |
| 1Y | +3.6% | -52.4% | +55.9% | -5.9% |
| All | +3.6% | -51.4% | +55.0% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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