+451.5%
NVO vs APTV
+180.7%
+270.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.7% |
| 7D | -7.4% | -1.8% | -5.6% | -7.1% |
| 30D | -5.5% | -7.9% | +2.4% | -4.3% |
| 3M | +4.1% | -29.9% | +34.0% | +9.7% |
| 6M | +19.3% | -36.6% | +55.9% | +26.9% |
| YTD | -9.2% | -40.0% | +30.8% | -2.7% |
| 1Y | -15.0% | -44.0% | +29.0% | -8.0% |
| 3Y | -50.9% | -54.5% | +3.7% | -46.2% |
| 5Y | -0.9% | -68.8% | +67.9% | +12.6% |
| 10Y | +152.4% | -16.9% | +169.4% | +124.0% |
| All | +451.5% | +180.7% | +270.8% | +280.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling