+13.1%
NVTS vs HDB
-29.0%
+42.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.5% | -6.8% | -6.5% |
| 7D | +3.9% | +2.7% | +1.2% | +3.3% |
| 30D | -4.3% | +14.1% | -18.5% | -7.3% |
| 3M | -34.5% | +11.8% | -46.3% | -36.2% |
| 6M | -57.7% | +8.2% | -65.9% | -58.3% |
| YTD | +25.4% | -29.3% | +54.7% | +16.1% |
| 1Y | +13.1% | -28.8% | +41.9% | +3.2% |
| All | +13.1% | -29.0% | +42.2% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling