+3.6%
NVT vs HRB
+16.9%
-13.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +4.4% | -17.1% | -11.2% |
| 7D | -19.5% | +16.0% | -35.5% | -15.0% |
| 30D | -32.4% | +32.1% | -64.5% | -25.6% |
| 3M | -30.3% | +21.5% | -51.8% | -24.8% |
| 6M | -30.4% | +82.1% | -112.5% | -16.1% |
| YTD | +11.3% | +31.6% | -20.3% | +24.3% |
| 1Y | +3.6% | +15.9% | -12.3% | +13.6% |
| All | +3.6% | +16.9% | -13.3% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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