+589.7%
NTAP vs RVTY
+134.6%
+455.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.3% |
| 7D | +2.2% | -5.4% | +7.6% | +4.4% |
| 30D | -7.0% | +6.7% | -13.8% | -9.7% |
| 3M | +12.3% | +19.0% | -6.7% | +3.8% |
| 6M | +85.1% | +34.6% | +50.5% | +61.7% |
| YTD | +74.8% | +28.3% | +46.5% | +55.1% |
| 1Y | +52.7% | +46.0% | +6.6% | +27.9% |
| 3Y | +147.7% | +16.9% | +130.8% | +116.5% |
| 5Y | +124.8% | -32.9% | +157.7% | +148.1% |
| 10Y | +589.7% | +141.6% | +448.1% | +281.3% |
| All | +589.7% | +134.6% | +455.2% | +281.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling