+244.7%
APLD vs NVT
+254.7%
-9.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +7.7% | -0.2% | -0.1% |
| 7D | +3.1% | -7.5% | +10.6% | +11.0% |
| 30D | -29.4% | -31.5% | +2.1% | +2.4% |
| 3M | -42.8% | -30.4% | -12.4% | -18.5% |
| 6M | -59.5% | -32.5% | -27.0% | -40.4% |
| YTD | -31.8% | +12.9% | -44.8% | -38.4% |
| 1Y | -46.0% | +3.7% | -49.8% | -46.6% |
| 3Y | +252.0% | +135.8% | +116.2% | +54.3% |
| All | +244.7% | +254.7% | -9.9% | -37.8% |
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