+88.8%
APA vs NVT
+233.5%
-144.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.0% | +2.3% |
| 7D | +9.6% | +17.4% | -7.8% | +4.8% |
| 30D | -0.2% | -28.4% | +28.1% | +8.1% |
| 3M | +19.8% | -32.4% | +52.3% | +31.0% |
| 6M | +30.1% | -32.2% | +62.2% | +40.1% |
| YTD | +100.4% | +14.0% | +86.4% | +71.9% |
| 1Y | +105.2% | +4.3% | +100.9% | +81.8% |
| 3Y | +44.6% | +131.7% | -87.1% | -24.0% |
| 5Y | +88.8% | +232.4% | -143.6% | -26.1% |
| All | +88.8% | +233.5% | -144.7% | -26.1% |
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