+180.7%
NVT vs APD
+6.4%
+174.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.6% | -2.3% |
| 7D | +7.0% | -4.6% | +11.6% | +8.2% |
| 30D | -2.3% | -4.2% | +1.9% | -1.4% |
| 3M | -3.1% | +5.0% | -8.1% | -4.9% |
| 6M | +47.0% | +8.9% | +38.1% | +42.6% |
| YTD | +56.2% | +21.9% | +34.3% | +46.2% |
| 1Y | +74.5% | +5.6% | +69.0% | +71.1% |
| All | +180.7% | +6.4% | +174.3% | +181.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling