+179.7%
NTAP vs NVDX
+772.1%
-592.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.3% | +8.9% | +8.6% |
| 7D | +7.4% | -10.2% | +17.6% | +9.0% |
| 30D | -1.4% | -7.3% | +6.0% | -0.7% |
| 3M | +24.6% | +5.5% | +19.0% | +22.3% |
| 6M | +105.9% | +18.3% | +87.6% | +95.8% |
| YTD | +88.5% | +11.4% | +77.1% | +79.9% |
| 1Y | +62.1% | +12.7% | +49.4% | +52.6% |
| All | +179.7% | +772.1% | -592.4% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling