+180.7%
NVT vs TAP
-33.0%
+213.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.6% |
| 7D | +7.0% | -5.1% | +12.1% | +6.3% |
| 30D | -2.3% | -8.4% | +6.1% | -3.3% |
| 3M | -3.1% | -3.9% | +0.8% | -3.4% |
| 6M | +47.0% | -14.4% | +61.4% | +46.5% |
| YTD | +56.2% | -14.7% | +70.9% | +55.0% |
| 1Y | +74.5% | -18.7% | +93.2% | +73.9% |
| All | +180.7% | -33.0% | +213.8% | +187.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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