+45.0%
AAPL vs NVT
+71.6%
-26.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +1.7% |
| 7D | +3.8% | +4.1% | -0.2% | +3.8% |
| 30D | +9.9% | -5.1% | +15.1% | +10.0% |
| 3M | +12.5% | -1.2% | +13.7% | +12.7% |
| 6M | +27.6% | +46.6% | -19.0% | +21.3% |
| YTD | +22.6% | +60.0% | -37.4% | +15.8% |
| 1Y | +45.0% | +70.8% | -25.8% | +33.4% |
| All | +45.0% | +71.6% | -26.6% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling