+3.6%
NVT vs HAS
+66.3%
-62.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +3.1% | -15.8% | -12.9% |
| 7D | -19.5% | +2.4% | -21.9% | -19.6% |
| 30D | -32.4% | +31.6% | -64.0% | -34.3% |
| 3M | -30.3% | +33.9% | -64.2% | -32.6% |
| 6M | -30.4% | +31.4% | -61.9% | -33.1% |
| YTD | +11.3% | +51.6% | -40.3% | -0.9% |
| 1Y | +3.6% | +65.2% | -61.6% | -10.3% |
| All | +3.6% | +66.3% | -62.7% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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