+276.0%
APH vs NVTS
+62.2%
+213.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +7.4% | -8.2% | -1.3% |
| 7D | +0.4% | +7.9% | -7.6% | -0.1% |
| 30D | -8.0% | +0.8% | -8.8% | -8.2% |
| 3M | -5.0% | -26.0% | +21.0% | -3.7% |
| 6M | +29.9% | -55.5% | +85.5% | +33.9% |
| YTD | +18.0% | +41.0% | -23.1% | +13.7% |
| 1Y | +11.3% | +10.4% | +0.9% | +8.4% |
| All | +276.0% | +62.2% | +213.8% | +273.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling