+501.5%
NVT vs HDB
+15.4%
+486.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | +8.0% | +2.7% | +5.2% | +7.0% |
| 30D | -24.8% | +14.1% | -38.9% | -28.6% |
| 3M | -32.4% | +11.8% | -44.2% | -35.5% |
| 6M | -33.5% | +8.2% | -41.6% | -36.2% |
| YTD | +13.2% | -29.3% | +42.5% | +26.6% |
| 1Y | +9.0% | -28.8% | +37.8% | +21.5% |
| 3Y | +129.4% | -7.5% | +136.9% | +125.2% |
| 5Y | +230.1% | -23.1% | +253.1% | +242.3% |
| All | +501.5% | +15.4% | +486.1% | +391.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling