+68.1%
NTAP vs A
+24.4%
+43.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.9% |
| 7D | -16.1% | -2.4% | -13.7% | -15.5% |
| 30D | -15.9% | +3.6% | -19.5% | -16.6% |
| 3M | -1.2% | +27.5% | -28.7% | -7.6% |
| 6M | +70.1% | +58.5% | +11.6% | +47.1% |
| YTD | +77.9% | +31.2% | +46.8% | +72.8% |
| 1Y | +68.1% | +22.2% | +45.9% | +68.4% |
| All | +68.1% | +24.4% | +43.7% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling