+58.9%
NTAP vs ROIV
+101.7%
-42.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.6% | -0.5% | +3.6% |
| 7D | -5.0% | +13.3% | -18.3% | -6.0% |
| 30D | -25.8% | +14.8% | -40.5% | -26.6% |
| 3M | -6.9% | +11.9% | -18.8% | -8.0% |
| 6M | +50.0% | +42.4% | +7.6% | +45.9% |
| YTD | +66.9% | +87.4% | -20.5% | +55.8% |
| All | +58.9% | +101.7% | -42.8% | +49.2% |
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