-10.8%
NVTS vs HBM
+47.3%
-58.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.6% | +5.4% | +6.3% |
| 7D | -0.3% | -5.8% | +5.5% | +4.4% |
| 30D | -24.4% | -18.5% | -5.9% | -11.7% |
| 3M | -26.5% | -10.3% | -16.2% | -20.3% |
| 6M | -41.4% | +2.1% | -43.5% | -41.1% |
| YTD | +30.7% | +12.0% | +18.6% | +18.4% |
| 1Y | -10.8% | +49.8% | -60.6% | -38.1% |
| All | -10.8% | +47.3% | -58.1% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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