+70.8%
NVT vs HDB
-33.5%
+104.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.9% | -2.2% | +3.8% |
| 7D | +4.1% | +0.7% | +3.4% | +3.8% |
| 30D | -5.1% | +1.0% | -6.1% | -5.5% |
| 3M | -1.2% | -2.0% | +0.8% | -1.7% |
| 6M | +46.6% | -18.1% | +64.7% | +46.1% |
| YTD | +60.0% | -36.1% | +96.1% | +55.7% |
| 1Y | +70.8% | -34.0% | +104.8% | +64.5% |
| All | +70.8% | -33.5% | +104.3% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling