+730.1%
NVT vs HBM
+306.3%
+423.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | +7.0% | +5.5% | +1.5% | +5.3% |
| 30D | -2.3% | +3.3% | -5.6% | -3.5% |
| 3M | -3.1% | +12.7% | -15.7% | -7.1% |
| 6M | +47.0% | +28.2% | +18.8% | +34.0% |
| YTD | +56.2% | +45.3% | +10.9% | +35.8% |
| 1Y | +74.5% | +121.7% | -47.2% | +33.2% |
| 3Y | +184.0% | +523.5% | -339.5% | +53.6% |
| 5Y | +410.8% | +393.9% | +16.9% | +172.2% |
| All | +730.1% | +306.3% | +423.8% | +230.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling