+187.5%
NVT vs APTV
-55.4%
+243.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +5.0% | +4.7% |
| 7D | +4.1% | -5.0% | +9.1% | +5.6% |
| 30D | -5.1% | -6.1% | +0.9% | -3.4% |
| 3M | -1.2% | -33.0% | +31.8% | +11.6% |
| 6M | +46.6% | -35.2% | +81.8% | +66.0% |
| YTD | +60.0% | -40.1% | +100.1% | +84.9% |
| 1Y | +70.8% | -45.6% | +116.4% | +104.2% |
| 3Y | +187.5% | -54.4% | +241.9% | +256.0% |
| All | +187.5% | -55.4% | +243.0% | +256.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling