+717.0%
NVT vs HAS
+43.6%
+673.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | +5.1% | -1.8% | +6.9% | +5.9% |
| 30D | -3.7% | +2.3% | -6.0% | -4.7% |
| 3M | -10.1% | +10.4% | -20.5% | -14.3% |
| 6M | +37.5% | -3.2% | +40.7% | +37.4% |
| YTD | +53.7% | +15.4% | +38.3% | +42.0% |
| 1Y | +70.9% | +18.8% | +52.1% | +55.4% |
| 3Y | +180.4% | +43.9% | +136.5% | +127.4% |
| 5Y | +393.5% | +13.9% | +379.6% | +338.4% |
| All | +717.0% | +43.6% | +673.4% | +535.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling