+127.8%
AAPL vs NVT
+419.5%
-291.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +0.6% |
| 7D | +3.8% | +4.1% | -0.2% | +2.8% |
| 30D | +9.9% | -5.1% | +15.1% | +11.0% |
| 3M | +12.5% | -1.2% | +13.7% | +11.2% |
| 6M | +27.6% | +46.6% | -19.0% | +11.0% |
| YTD | +22.6% | +60.0% | -37.4% | +3.2% |
| 1Y | +45.0% | +70.8% | -25.8% | +18.4% |
| 3Y | +87.8% | +187.5% | -99.8% | +15.7% |
| All | +127.8% | +419.5% | -291.7% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling