+751.2%
NVT vs HDB
+0.5%
+750.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +5.3% |
| 7D | +10.4% | -2.0% | +12.4% | +11.1% |
| 30D | -1.3% | -4.9% | +3.6% | +0.3% |
| 3M | -0.6% | -2.3% | +1.7% | -0.7% |
| 6M | +53.8% | -23.7% | +77.5% | +67.7% |
| YTD | +60.2% | -38.5% | +98.7% | +89.2% |
| 1Y | +76.8% | -36.5% | +113.2% | +105.5% |
| 3Y | +191.2% | -28.5% | +219.7% | +216.6% |
| 5Y | +430.9% | -37.4% | +468.3% | +496.5% |
| All | +751.2% | +0.5% | +750.8% | +633.7% |
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