+769.6%
AAPL vs NVT
+731.8%
+37.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +0.4% |
| 7D | +3.8% | +4.1% | -0.2% | +2.6% |
| 30D | +9.9% | -5.1% | +15.1% | +11.1% |
| 3M | +12.5% | -1.2% | +13.7% | +10.9% |
| 6M | +27.6% | +46.6% | -19.0% | +9.6% |
| YTD | +22.6% | +60.0% | -37.4% | +1.7% |
| 1Y | +45.0% | +70.8% | -25.8% | +16.6% |
| 3Y | +87.8% | +187.5% | -99.8% | +17.9% |
| 5Y | +128.7% | +426.1% | -297.5% | +12.1% |
| All | +769.6% | +731.8% | +37.8% | +242.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling