+62.1%
NTAP vs NVT
+71.6%
-9.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +4.6% | +3.9% | +7.3% |
| 7D | +7.4% | +4.1% | +3.3% | +6.3% |
| 30D | -1.4% | -5.1% | +3.8% | -0.3% |
| 3M | +24.6% | -1.2% | +25.7% | +23.8% |
| 6M | +105.9% | +46.6% | +59.3% | +84.0% |
| YTD | +88.5% | +60.0% | +28.5% | +62.3% |
| 1Y | +62.1% | +70.8% | -8.7% | +31.6% |
| All | +62.1% | +71.6% | -9.5% | +31.6% |
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