-43.0%
APP vs NVTS
+112.0%
-155.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -2.8% |
| 7D | +0.1% | +9.7% | -9.6% | -0.7% |
| 30D | -10.0% | -13.6% | +3.6% | -9.1% |
| 3M | -44.6% | -51.0% | +6.3% | -42.3% |
| 6M | -37.9% | +46.3% | -84.2% | -44.2% |
| YTD | -53.7% | +68.1% | -121.8% | -59.3% |
| 1Y | -43.0% | +113.9% | -156.9% | -47.8% |
| All | -43.0% | +112.0% | -155.0% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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