+91.3%
NVTS vs HRB
-6.2%
+97.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +4.5% |
| 7D | -1.4% | -8.0% | +6.6% | -4.3% |
| 30D | -16.5% | -16.0% | -0.5% | -21.2% |
| 3M | -47.6% | +26.9% | -74.5% | -41.6% |
| 6M | +7.3% | +51.1% | -43.8% | +24.8% |
| YTD | +62.9% | +7.1% | +55.8% | +63.1% |
| 1Y | +91.3% | -9.6% | +100.9% | +78.5% |
| All | +91.3% | -6.2% | +97.5% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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