+1,040.6%
NBIS vs NTAP
+51.0%
+989.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.6% |
| 7D | +8.3% | -1.0% | +9.3% | +9.2% |
| 30D | +18.1% | -7.5% | +25.5% | +26.0% |
| 3M | +7.8% | +14.6% | -6.9% | -4.2% |
| 6M | +136.6% | +91.0% | +45.6% | +21.1% |
| YTD | +172.5% | +73.7% | +98.8% | +52.8% |
| 1Y | +144.3% | +51.2% | +93.0% | +61.3% |
| All | +1,040.6% | +51.0% | +989.5% | +651.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling