+420.3%
NVT vs APTV
-69.3%
+489.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +5.0% | +4.8% |
| 7D | +4.1% | -5.0% | +9.1% | +5.9% |
| 30D | -5.1% | -6.1% | +0.9% | -3.1% |
| 3M | -1.2% | -33.0% | +31.8% | +13.3% |
| 6M | +46.6% | -35.2% | +81.8% | +68.5% |
| YTD | +60.0% | -40.1% | +100.1% | +88.3% |
| 1Y | +70.8% | -45.6% | +116.4% | +108.5% |
| 3Y | +187.5% | -54.4% | +241.9% | +261.3% |
| All | +420.3% | -69.3% | +489.6% | +662.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling