-9.4%
NVTS vs APTV
-73.0%
+63.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.7% | -1.2% |
| 7D | +3.5% | -1.2% | +4.6% | +4.2% |
| 30D | -11.9% | -10.6% | -1.3% | -4.1% |
| 3M | -49.2% | -35.0% | -14.2% | -29.9% |
| 6M | +38.4% | -38.9% | +77.3% | +98.5% |
| YTD | +62.5% | -41.5% | +104.0% | +135.5% |
| 1Y | +101.4% | -45.8% | +147.2% | +210.8% |
| 3Y | +40.4% | -55.7% | +96.1% | +150.7% |
| All | -9.4% | -73.0% | +63.6% | +127.0% |
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 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