+725.3%
AAPL vs NVT
+712.1%
+13.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.4% |
| 7D | -3.0% | +7.0% | -10.0% | -4.9% |
| 30D | +2.3% | -2.3% | +4.6% | +2.5% |
| 3M | +8.6% | -3.1% | +11.7% | +7.6% |
| 6M | +21.6% | +47.0% | -25.5% | +4.2% |
| YTD | +16.3% | +56.2% | -39.9% | -2.8% |
| 1Y | +35.1% | +74.5% | -39.5% | +7.6% |
| 3Y | +79.4% | +184.0% | -104.6% | +13.0% |
| 5Y | +109.8% | +410.8% | -300.9% | +3.8% |
| All | +725.3% | +712.1% | +13.2% | +227.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling