-6.3%
NVTS vs HDB
-38.6%
+32.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.7% | +3.4% |
| 7D | +9.7% | -2.0% | +11.7% | +10.9% |
| 30D | -13.6% | -4.9% | -8.7% | -11.4% |
| 3M | -51.0% | -2.3% | -48.7% | -51.1% |
| 6M | +46.3% | -23.7% | +70.1% | +68.4% |
| YTD | +68.1% | -38.5% | +106.5% | +120.1% |
| 1Y | +113.9% | -36.5% | +150.4% | +173.9% |
| 3Y | +45.3% | -28.5% | +73.7% | +68.1% |
| All | -6.3% | -38.6% | +32.3% | -7.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling