+70.8%
NVT vs APD
+3.9%
+66.9%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.6% |
| 7D | +4.1% | -3.3% | +7.3% | +4.1% |
| 30D | -5.1% | -4.2% | -1.0% | -5.2% |
| 3M | -1.2% | +5.4% | -6.6% | -2.3% |
| 6M | +46.6% | +6.3% | +40.3% | +45.5% |
| YTD | +60.0% | +20.3% | +39.7% | +59.2% |
| 1Y | +70.8% | +1.6% | +69.2% | +83.5% |
| All | +70.8% | +3.9% | +66.9% | +83.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling