-55.4%
APP vs NVT
+3.0%
-58.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -12.7% | +23.4% | +12.2% |
| 7D | +4.5% | -19.5% | +24.0% | +7.4% |
| 30D | -3.6% | -32.4% | +28.8% | +1.4% |
| 3M | -35.3% | -30.3% | -4.9% | -32.6% |
| 6M | -42.8% | -30.4% | -12.3% | -41.9% |
| YTD | -59.7% | +11.3% | -71.0% | -68.1% |
| 1Y | -55.4% | +3.6% | -58.9% | -62.1% |
| All | -55.4% | +3.0% | -58.3% | -62.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling