+151.9%
NTAP vs ROIV
+384.4%
-232.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.6% | +2.4% | +3.7% |
| 7D | -2.4% | +9.5% | -11.9% | -4.1% |
| 30D | -23.4% | +21.0% | -44.4% | -26.2% |
| 3M | -7.5% | +18.7% | -26.2% | -11.0% |
| 6M | +56.4% | +44.5% | +11.9% | +43.8% |
| YTD | +73.6% | +92.9% | -19.2% | +47.1% |
| 1Y | +68.4% | +100.2% | -31.8% | +40.7% |
| All | +151.9% | +384.4% | -232.5% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling