-30.1%
NVTS vs APTV
-76.5%
+46.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.2% | -6.2% | -6.3% |
| 7D | +3.9% | -1.7% | +5.7% | +5.5% |
| 30D | -4.3% | -11.6% | +7.3% | +5.2% |
| 3M | -34.5% | -21.2% | -13.3% | -21.3% |
| 6M | -57.7% | -28.5% | -29.2% | -46.3% |
| YTD | +25.4% | -49.1% | +74.4% | +102.1% |
| 1Y | +13.1% | -52.2% | +65.3% | +92.4% |
| 3Y | +48.9% | -48.6% | +97.5% | +128.0% |
| 5Y | -51.8% | -77.3% | +25.5% | +34.4% |
| All | -30.1% | -76.5% | +46.4% | +94.9% |
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