+68.1%
NTAP vs NVT
+3.0%
+65.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -12.7% | +11.1% | +2.4% |
| 7D | -16.1% | -19.5% | +3.4% | -10.3% |
| 30D | -15.9% | -32.4% | +16.5% | -5.8% |
| 3M | -1.2% | -30.3% | +29.1% | +9.4% |
| 6M | +70.1% | -30.4% | +100.5% | +87.8% |
| YTD | +77.9% | +11.3% | +66.6% | +74.1% |
| 1Y | +68.1% | +3.6% | +64.6% | +69.8% |
| All | +68.1% | +3.0% | +65.1% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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