+101.4%
NVTS vs HAS
+16.0%
+85.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.2% |
| 7D | +3.5% | -4.8% | +8.3% | +4.1% |
| 30D | -11.9% | -5.1% | -6.8% | -11.4% |
| 3M | -49.2% | +6.4% | -55.6% | -50.2% |
| 6M | +38.4% | -5.6% | +44.1% | +33.2% |
| YTD | +62.5% | +11.0% | +51.5% | +32.0% |
| 1Y | +101.4% | +16.8% | +84.6% | +46.3% |
| All | +101.4% | +16.0% | +85.4% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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