-32.0%
APP vs NVTS
+6.3%
-38.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +7.4% | -5.0% | +1.8% |
| 7D | +48.9% | +7.9% | +41.0% | +47.3% |
| 30D | +49.4% | +0.8% | +48.6% | +48.5% |
| 3M | +27.0% | -26.0% | +53.0% | +29.3% |
| 6M | -15.4% | -55.5% | +40.1% | -13.0% |
| YTD | -39.9% | +41.0% | -81.0% | -50.2% |
| 1Y | -32.0% | +10.4% | -42.4% | -37.5% |
| All | -32.0% | +6.3% | -38.3% | -37.5% |
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