+501.5%
NVT vs HAS
+87.0%
+414.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | +8.0% | +1.4% | +6.6% | +7.4% |
| 30D | -24.8% | +26.3% | -51.1% | -31.9% |
| 3M | -32.4% | +25.6% | -58.0% | -38.9% |
| 6M | -33.5% | +30.3% | -63.7% | -41.3% |
| YTD | +13.2% | +50.4% | -37.2% | -6.8% |
| 1Y | +9.0% | +57.7% | -48.8% | -12.1% |
| 3Y | +129.4% | +213.4% | -84.0% | +32.8% |
| 5Y | +230.1% | +49.1% | +181.0% | +161.6% |
| All | +501.5% | +87.0% | +414.5% | +317.3% |
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 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