+887.9%
APP vs NVTS
+44.1%
+843.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.4% | +10.3% | +4.2% |
| 7D | +4.6% | +3.9% | +0.6% | +4.3% |
| 30D | +56.0% | -4.3% | +60.4% | +55.9% |
| 3M | +30.8% | -34.5% | +65.3% | +33.0% |
| 6M | -9.8% | -57.7% | +47.9% | -7.4% |
| YTD | -39.3% | +25.4% | -64.6% | -41.7% |
| 1Y | -26.4% | +13.1% | -39.6% | -29.1% |
| 3Y | +887.9% | +48.9% | +839.0% | +854.3% |
| All | +887.9% | +44.1% | +843.8% | +854.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling