+58.8%
NTAP vs ROIV
+221.6%
-162.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +18.8% | -16.8% | +0.5% |
| 7D | +3.3% | +20.2% | -16.9% | +1.7% |
| 30D | -0.2% | +14.1% | -14.3% | -1.3% |
| 3M | +11.4% | +45.6% | -34.2% | +8.8% |
| 6M | +88.7% | +44.1% | +44.5% | +83.2% |
| YTD | +78.9% | +91.2% | -12.2% | +66.1% |
| 1Y | +58.8% | +221.3% | -162.5% | +35.9% |
| All | +58.8% | +221.6% | -162.7% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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