+175.6%
APA vs NVT
+420.2%
-244.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.5% | +5.4% | +3.7% |
| 7D | +0.3% | +7.0% | -6.7% | -1.9% |
| 30D | +9.3% | -2.3% | +11.6% | +9.6% |
| 3M | +23.3% | -3.1% | +26.4% | +22.4% |
| 6M | +39.5% | +47.0% | -7.5% | +15.2% |
| YTD | +87.6% | +56.2% | +31.4% | +49.0% |
| 1Y | +114.2% | +74.5% | +39.7% | +58.5% |
| 3Y | +13.6% | +184.0% | -170.4% | -41.7% |
| 5Y | +175.6% | +410.8% | -235.2% | -10.2% |
| All | +175.6% | +420.2% | -244.6% | -10.2% |
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