+35.7%
APH vs NVDL
+19.5%
+16.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.4% | -0.3% |
| 7D | -2.2% | -8.7% | +6.5% | -0.2% |
| 30D | -4.0% | -1.3% | -2.7% | -4.2% |
| 3M | +7.7% | +11.4% | -3.6% | +3.4% |
| 6M | +17.8% | +22.9% | -5.1% | +6.6% |
| YTD | +19.2% | +15.4% | +3.8% | +8.2% |
| 1Y | +35.7% | +18.8% | +16.9% | +23.5% |
| All | +35.7% | +19.5% | +16.1% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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