+48.9%
NVTS vs HBM
+424.8%
-375.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.1% | -5.3% | -5.6% |
| 7D | +3.9% | +2.2% | +1.7% | +2.7% |
| 30D | -4.3% | -11.8% | +7.5% | +5.2% |
| 3M | -34.5% | -19.2% | -15.3% | -23.9% |
| 6M | -57.7% | -22.9% | -34.8% | -49.4% |
| YTD | +25.4% | +7.8% | +17.6% | +20.8% |
| 1Y | +13.1% | +34.9% | -21.8% | -4.6% |
| 3Y | +48.9% | +422.2% | -373.3% | -36.5% |
| All | +48.9% | +424.8% | -375.8% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling