+84.5%
AAPL vs NVT
+178.0%
-93.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.7% | +3.9% |
| 7D | -0.5% | +2.0% | -2.5% | -0.9% |
| 30D | +7.1% | -7.2% | +14.3% | +8.1% |
| 3M | +12.1% | -0.9% | +13.0% | +11.0% |
| 6M | +25.4% | +42.6% | -17.2% | +14.0% |
| YTD | +20.5% | +52.9% | -32.4% | +7.5% |
| 1Y | +44.5% | +64.5% | -19.9% | +25.8% |
| All | +84.5% | +178.0% | -93.4% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling