+140.8%
NTAP vs RVTY
+91.6%
+49.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | -7.8% | -2.7% | -5.1% | -6.9% |
| 30D | -25.8% | +3.2% | -29.0% | -26.3% |
| 3M | -11.2% | +37.2% | -48.4% | -19.0% |
| 6M | +49.9% | +57.7% | -7.8% | +30.5% |
| YTD | +66.9% | +64.8% | +2.0% | +42.7% |
| 1Y | +58.8% | +72.8% | -14.0% | +33.9% |
| 3Y | +140.8% | +89.8% | +51.0% | +88.2% |
| All | +140.8% | +91.6% | +49.2% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling