+43.0%
NVTS vs HRB
+25.9%
+17.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -3.7% |
| 7D | +3.5% | -10.6% | +14.1% | +0.7% |
| 30D | -11.9% | -0.8% | -11.1% | -11.7% |
| 3M | -49.2% | +19.1% | -68.3% | -46.0% |
| 6M | +38.4% | +48.7% | -10.3% | +53.8% |
| YTD | +62.5% | +7.1% | +55.4% | +71.2% |
| 1Y | +101.4% | -8.3% | +109.7% | +108.0% |
| All | +43.0% | +25.9% | +17.1% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling