+730.1%
NVT vs APTV
-48.2%
+778.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -1.2% |
| 7D | +7.0% | -1.2% | +8.2% | +7.4% |
| 30D | -2.3% | -10.6% | +8.3% | +2.7% |
| 3M | -3.1% | -35.0% | +31.9% | +17.1% |
| 6M | +47.0% | -38.9% | +85.9% | +80.1% |
| YTD | +56.2% | -41.5% | +97.7% | +93.8% |
| 1Y | +74.5% | -45.8% | +120.4% | +124.2% |
| 3Y | +184.0% | -55.7% | +239.7% | +283.5% |
| 5Y | +410.8% | -70.1% | +480.9% | +708.6% |
| All | +730.1% | -48.2% | +778.4% | +713.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling