+392.6%
ASX vs NTAP
+149.9%
+242.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -0.8% | 0.0% | -0.4% |
| 30D | +2.0% | -0.5% | +2.5% | +2.0% |
| 3M | -1.3% | +4.1% | -5.4% | -3.3% |
| 6M | +71.4% | +88.0% | -16.5% | +24.5% |
| YTD | +135.3% | +75.6% | +59.8% | +75.8% |
| 1Y | +267.5% | +58.9% | +208.6% | +189.4% |
| All | +392.6% | +149.9% | +242.7% | +216.8% |
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 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