+47.0%
NVT vs APTV
-37.3%
+84.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -1.9% |
| 7D | +7.0% | -1.2% | +8.2% | +7.1% |
| 30D | -2.3% | -10.6% | +8.3% | -0.1% |
| 3M | -3.1% | -35.0% | +31.9% | +7.2% |
| 6M | +47.0% | -38.9% | +85.9% | +62.4% |
| All | +47.0% | -37.3% | +84.3% | +62.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling