+149.4%
NTAP vs NVT
+184.0%
-34.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.5% |
| 7D | +2.2% | +7.0% | -4.8% | -0.2% |
| 30D | -7.0% | -2.3% | -4.7% | -6.5% |
| 3M | +12.3% | -3.1% | +15.4% | +12.2% |
| 6M | +85.1% | +47.0% | +38.1% | +56.9% |
| YTD | +74.8% | +56.2% | +18.6% | +43.5% |
| 1Y | +52.7% | +74.5% | -21.9% | +19.0% |
| All | +149.4% | +184.0% | -34.6% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling