+52.2%
NTAP vs IVZ
+48.9%
+3.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | +2.2% | +1.2% | +1.0% | +1.7% |
| 30D | -7.0% | +1.8% | -8.8% | -7.7% |
| 3M | +12.3% | +15.7% | -3.4% | +5.9% |
| 6M | +85.1% | +36.3% | +48.8% | +62.2% |
| YTD | +74.8% | +24.9% | +49.8% | +60.0% |
| All | +52.2% | +48.9% | +3.3% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling