+285.6%
APH vs NVTS
+38.8%
+246.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.3% | -5.4% | +0.5% |
| 7D | +5.0% | +2.7% | +2.3% | +4.8% |
| 30D | -3.9% | -4.5% | +0.6% | -3.7% |
| 3M | +13.0% | -61.5% | +74.5% | +17.8% |
| 6M | +25.2% | +28.0% | -2.8% | +21.7% |
| YTD | +22.9% | +65.3% | -42.3% | +17.5% |
| 1Y | +47.8% | +113.0% | -65.2% | +39.0% |
| All | +285.6% | +38.8% | +246.8% | +304.0% |
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