+245.5%
NTAP vs NVT
+732.7%
-487.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.3% | +0.1% |
| 7D | +3.3% | +10.4% | -7.1% | -1.0% |
| 30D | -0.2% | -1.3% | +1.1% | 0.0% |
| 3M | +11.4% | -0.6% | +12.0% | +10.0% |
| 6M | +88.7% | +53.8% | +34.9% | +52.4% |
| YTD | +78.9% | +60.2% | +18.7% | +40.8% |
| 1Y | +58.8% | +76.8% | -18.0% | +18.6% |
| 3Y | +153.5% | +191.2% | -37.7% | +43.0% |
| 5Y | +136.7% | +430.9% | -294.2% | -1.4% |
| All | +245.5% | +732.7% | -487.3% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling