+420.3%
NVT vs HRB
+114.1%
+306.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.6% |
| 7D | +4.1% | -8.0% | +12.1% | +4.5% |
| 30D | -5.1% | -16.0% | +10.8% | -4.2% |
| 3M | -1.2% | +26.9% | -28.0% | -3.9% |
| 6M | +46.6% | +51.1% | -4.5% | +37.9% |
| YTD | +60.0% | +7.1% | +52.9% | +60.8% |
| 1Y | +70.8% | -9.6% | +80.4% | +78.0% |
| 3Y | +187.5% | +25.4% | +162.1% | +161.8% |
| All | +420.3% | +114.1% | +306.3% | +308.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling