+298.1%
APP vs NVTS
-54.3%
+352.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.4% | +10.3% | +4.7% |
| 7D | +4.6% | +3.9% | +0.6% | +4.0% |
| 30D | +56.0% | -4.3% | +60.4% | +55.7% |
| 3M | +30.8% | -34.5% | +65.3% | +36.2% |
| 6M | -9.8% | -57.7% | +47.9% | -3.4% |
| YTD | -39.3% | +25.4% | -64.6% | -46.0% |
| 1Y | -26.4% | +13.1% | -39.6% | -33.8% |
| 3Y | +887.9% | +48.9% | +839.0% | +633.8% |
| All | +298.1% | -54.3% | +352.3% | +252.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling