-45.3%
APP vs NVT
+72.6%
-117.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.3% | -1.7% |
| 7D | -4.4% | +7.0% | -11.4% | -5.9% |
| 30D | -10.0% | -2.3% | -7.7% | -9.8% |
| 3M | -41.4% | -3.1% | -38.3% | -42.0% |
| 6M | -41.0% | +47.0% | -88.1% | -52.9% |
| YTD | -54.7% | +56.2% | -110.9% | -64.9% |
| 1Y | -45.3% | +74.5% | -119.9% | -57.0% |
| All | -45.3% | +72.6% | -117.9% | -57.0% |
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