-35.9%
APP vs NVT
+73.8%
-109.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +1.6% |
| 7D | +0.9% | +5.1% | -4.2% | -0.3% |
| 30D | -23.3% | -3.7% | -19.6% | -22.9% |
| 3M | -42.6% | -10.1% | -32.5% | -41.8% |
| 6M | -33.6% | +37.5% | -71.1% | -45.0% |
| YTD | -52.4% | +53.7% | -106.2% | -62.7% |
| 1Y | -35.9% | +70.9% | -106.7% | -48.4% |
| All | -35.9% | +73.8% | -109.7% | -48.4% |
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