+115.3%
ADI vs NTAP
+146.1%
-30.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.4% |
| 7D | +2.6% | +2.2% | +0.4% | +1.7% |
| 30D | -4.6% | -7.0% | +2.4% | -2.1% |
| 3M | -9.5% | +12.3% | -21.8% | -14.2% |
| 6M | +14.8% | +85.1% | -70.3% | -15.3% |
| YTD | +35.8% | +74.8% | -39.0% | +2.4% |
| 1Y | +48.9% | +52.7% | -3.7% | +20.4% |
| All | +115.3% | +146.1% | -30.8% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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