-9.1%
NVTS vs HDB
-36.2%
+27.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.9% | -2.6% | +0.4% |
| 7D | -1.4% | +0.7% | -2.1% | -1.9% |
| 30D | -16.5% | +1.0% | -17.5% | -17.3% |
| 3M | -47.6% | -2.0% | -45.7% | -47.9% |
| 6M | +7.3% | -18.1% | +25.4% | +19.0% |
| YTD | +62.9% | -36.1% | +99.0% | +108.8% |
| 1Y | +91.3% | -34.0% | +125.3% | +139.9% |
| 3Y | +43.4% | -26.7% | +70.1% | +64.1% |
| All | -9.1% | -36.2% | +27.1% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling