+131.0%
NVT vs ALHC
+25.0%
+106.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -1.1% |
| 7D | +17.4% | -0.8% | +18.2% | +17.4% |
| 30D | -28.4% | -9.6% | -18.7% | -28.4% |
| 3M | -32.4% | -44.5% | +12.1% | -32.8% |
| 6M | -32.2% | -59.2% | +27.0% | -32.6% |
| YTD | +14.0% | -62.0% | +76.0% | +12.9% |
| 1Y | +4.3% | -54.8% | +59.1% | +3.2% |
| All | +131.0% | +25.0% | +106.0% | +107.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling