+191.2%
NVT vs HAS
+45.6%
+145.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.9% |
| 7D | +10.4% | -3.1% | +13.5% | +11.4% |
| 30D | -1.3% | -2.7% | +1.4% | -0.6% |
| 3M | -0.6% | +8.9% | -9.5% | -3.9% |
| 6M | +53.8% | -2.9% | +56.7% | +53.3% |
| YTD | +60.2% | +12.6% | +47.5% | +51.3% |
| 1Y | +76.8% | +17.5% | +59.3% | +64.3% |
| 3Y | +191.2% | +46.2% | +145.0% | +132.3% |
| All | +191.2% | +45.6% | +145.7% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling