+70.9%
NVT vs ALHC
-16.6%
+87.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +5.1% | -0.6% | +5.7% | +5.1% |
| 30D | -3.7% | -1.0% | -2.7% | -3.7% |
| 3M | -10.1% | -10.2% | 0.0% | -10.6% |
| 6M | +37.5% | -28.3% | +65.7% | +34.1% |
| YTD | +53.7% | -31.4% | +85.2% | +49.9% |
| 1Y | +70.9% | -16.9% | +87.8% | +64.2% |
| All | +70.9% | -16.6% | +87.5% | +64.2% |
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