-26.4%
APP vs NVT
+4.7%
-31.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +3.9% |
| 7D | +4.6% | +8.0% | -3.4% | +4.6% |
| 30D | +56.0% | -24.8% | +80.8% | +60.7% |
| 3M | +30.8% | -32.4% | +63.3% | +36.7% |
| 6M | -9.8% | -33.5% | +23.7% | -6.5% |
| YTD | -39.3% | +13.2% | -52.5% | -50.8% |
| 1Y | -26.4% | +9.0% | -35.4% | -38.5% |
| All | -26.4% | +4.7% | -31.1% | -38.5% |
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