+187.5%
NVT vs HBM
+458.1%
-270.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +4.8% |
| 7D | +4.1% | -3.3% | +7.4% | +5.1% |
| 30D | -5.1% | -4.8% | -0.3% | -4.0% |
| 3M | -1.2% | -0.4% | -0.7% | -2.1% |
| 6M | +46.6% | +17.9% | +28.7% | +36.0% |
| YTD | +60.0% | +33.7% | +26.3% | +40.9% |
| 1Y | +70.8% | +95.6% | -24.8% | +32.2% |
| 3Y | +187.5% | +458.1% | -270.6% | +58.2% |
| All | +187.5% | +458.1% | -270.6% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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