+157.7%
NTAP vs NVDX
+774.9%
-617.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | 0.0% |
| 7D | -1.0% | -8.6% | +7.7% | +0.3% |
| 30D | -7.5% | -1.4% | -6.1% | -7.7% |
| 3M | +14.6% | +10.6% | +4.0% | +11.7% |
| 6M | +91.0% | +20.2% | +70.9% | +81.2% |
| YTD | +73.7% | +11.8% | +61.9% | +65.6% |
| 1Y | +51.2% | +12.9% | +38.3% | +42.3% |
| All | +157.7% | +774.9% | -617.2% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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