+10.4%
NVTS vs HDB
-28.3%
+38.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.3% |
| 7D | +7.9% | +6.9% | +1.0% | +6.2% |
| 30D | +0.8% | +15.2% | -14.4% | -2.7% |
| 3M | -26.0% | +11.7% | -37.7% | -27.9% |
| 6M | -55.5% | +7.5% | -63.1% | -56.3% |
| YTD | +41.0% | -28.8% | +69.8% | +31.9% |
| 1Y | +10.4% | -29.1% | +39.5% | +2.7% |
| All | +10.4% | -28.3% | +38.7% | +2.7% |
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