+48.9%
NVTS vs HAS
+212.5%
-163.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.8% | -5.6% | -5.9% |
| 7D | +3.9% | +1.4% | +2.6% | +3.3% |
| 30D | -4.3% | +26.3% | -30.6% | -16.5% |
| 3M | -34.5% | +25.6% | -60.1% | -42.7% |
| 6M | -57.7% | +30.3% | -88.0% | -64.7% |
| YTD | +25.4% | +50.4% | -25.0% | -9.9% |
| 1Y | +13.1% | +57.7% | -44.6% | -22.1% |
| 3Y | +48.9% | +213.4% | -164.5% | -42.3% |
| All | +48.9% | +212.5% | -163.6% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling