+641.7%
AMZN vs NTAP
+583.1%
+58.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.5% |
| 7D | +2.8% | +7.2% | -4.4% | +0.4% |
| 30D | +5.0% | -18.4% | +23.3% | +11.6% |
| 3M | +0.6% | -11.3% | +11.9% | +3.5% |
| 6M | -1.3% | +53.8% | -55.0% | -17.9% |
| YTD | +15.5% | +72.0% | -56.4% | -8.7% |
| 1Y | +12.2% | +68.0% | -55.8% | -10.5% |
| 3Y | +87.0% | +149.5% | -62.5% | +25.1% |
| 5Y | +51.3% | +125.6% | -74.3% | +3.4% |
| All | +641.7% | +583.1% | +58.5% | +274.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling