+749.5%
APH vs NVT
+712.1%
+37.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.7% |
| 7D | +1.6% | +7.0% | -5.4% | -1.8% |
| 30D | -3.0% | -2.3% | -0.7% | -2.1% |
| 3M | +5.7% | -3.1% | +8.8% | +6.5% |
| 6M | +20.0% | +47.0% | -27.0% | -3.2% |
| YTD | +20.8% | +56.2% | -35.4% | -5.5% |
| 1Y | +40.2% | +74.5% | -34.3% | +3.4% |
| 3Y | +288.1% | +184.0% | +104.1% | +117.9% |
| 5Y | +352.5% | +410.8% | -58.2% | +88.4% |
| All | +749.5% | +712.1% | +37.4% | +178.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling