+790.0%
NOW vs NTAP
+583.2%
+206.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.9% | -6.9% | -5.8% |
| 7D | -6.1% | +3.3% | -9.3% | -7.4% |
| 30D | +7.5% | -0.2% | +7.7% | +7.0% |
| 3M | +17.5% | +11.4% | +6.1% | +10.6% |
| 6M | +7.9% | +88.7% | -80.7% | -20.7% |
| YTD | -12.4% | +78.9% | -91.3% | -34.5% |
| 1Y | -28.6% | +58.8% | -87.4% | -43.7% |
| 3Y | +11.8% | +153.5% | -141.7% | -32.0% |
| 5Y | +2.6% | +136.7% | -134.1% | -36.3% |
| 10Y | +790.0% | +590.2% | +199.8% | +243.2% |
| All | +790.0% | +583.2% | +206.8% | +243.2% |
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