+2,490.2%
NVDL vs APTV
-54.7%
+2,544.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | 0.0% |
| 7D | -10.3% | -5.0% | -5.3% | -8.0% |
| 30D | -7.1% | -6.1% | -1.1% | -4.4% |
| 3M | +6.6% | -33.0% | +39.6% | +29.3% |
| 6M | +21.1% | -35.2% | +56.3% | +47.4% |
| YTD | +15.2% | -40.1% | +55.4% | +44.8% |
| 1Y | +18.8% | -45.6% | +64.4% | +57.8% |
| 3Y | +649.9% | -54.4% | +704.3% | +965.1% |
| All | +2,490.2% | -54.7% | +2,544.8% | +3,250.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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