+45.3%
NVTS vs APA
+9.3%
+35.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.3% |
| 7D | +9.7% | -1.7% | +11.4% | +10.1% |
| 30D | -13.6% | +15.7% | -29.3% | -17.0% |
| 3M | -51.0% | +16.5% | -67.4% | -53.3% |
| 6M | +46.3% | +35.1% | +11.2% | +30.2% |
| YTD | +68.1% | +82.2% | -14.1% | +33.4% |
| 1Y | +113.9% | +102.5% | +11.4% | +59.7% |
| 3Y | +45.3% | +10.3% | +35.0% | +23.8% |
| All | +45.3% | +9.3% | +35.9% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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