+47.0%
NVT vs HRB
+44.9%
+2.1%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.8% | -3.1% |
| 7D | +7.0% | -10.6% | +17.6% | +2.8% |
| 30D | -2.3% | -0.8% | -1.5% | -2.0% |
| 3M | -3.1% | +19.1% | -22.1% | +7.3% |
| 6M | +47.0% | +48.7% | -1.7% | +72.2% |
| All | +47.0% | +44.9% | +2.1% | +72.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling