+3,552.3%
ASX vs NTAP
+95.2%
+3,457.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | -0.8% | 0.0% | -0.5% |
| 30D | +2.0% | -0.5% | +2.5% | +2.0% |
| 3M | -1.3% | +4.1% | -5.4% | -2.5% |
| 6M | +71.4% | +88.0% | -16.5% | +42.3% |
| YTD | +135.3% | +75.6% | +59.8% | +98.4% |
| 1Y | +267.5% | +58.9% | +208.6% | +218.6% |
| 3Y | +388.5% | +153.6% | +234.9% | +271.2% |
| 5Y | +417.1% | +127.6% | +289.4% | +304.7% |
| 10Y | +872.7% | +580.4% | +292.4% | +454.0% |
| All | +3,552.3% | +95.2% | +3,457.1% | +1,394.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling