+33.9%
AAPL vs NVTS
+109.2%
-75.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.3% | -8.8% | -2.6% |
| 7D | +0.1% | +2.7% | -2.6% | 0.0% |
| 30D | +3.0% | -4.5% | +7.4% | +3.0% |
| 3M | +2.9% | -61.5% | +64.4% | +5.3% |
| 6M | +22.1% | +28.0% | -5.9% | +19.8% |
| YTD | +18.0% | +65.3% | -47.2% | +14.8% |
| 1Y | +33.9% | +113.0% | -79.1% | +28.4% |
| All | +33.9% | +109.2% | -75.3% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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