+750.3%
NVT vs APD
+113.7%
+636.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +5.0% |
| 7D | +4.1% | -3.3% | +7.3% | +5.9% |
| 30D | -5.1% | -4.2% | -1.0% | -3.2% |
| 3M | -1.2% | +5.4% | -6.6% | -5.0% |
| 6M | +46.6% | +6.3% | +40.3% | +39.9% |
| YTD | +60.0% | +20.3% | +39.7% | +41.6% |
| 1Y | +70.8% | +1.6% | +69.2% | +64.9% |
| 3Y | +187.5% | +4.0% | +183.5% | +164.7% |
| 5Y | +426.1% | +23.3% | +402.8% | +320.9% |
| All | +750.3% | +113.7% | +636.5% | +331.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling