+58.8%
NTAP vs A
+22.0%
+36.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.2% | +0.4% |
| 7D | -7.8% | +1.4% | -9.1% | -8.1% |
| 30D | -25.8% | +4.3% | -30.1% | -26.4% |
| 3M | -11.2% | +19.8% | -31.0% | -15.4% |
| 6M | +49.9% | +54.4% | -4.4% | +32.1% |
| YTD | +66.9% | +31.7% | +35.2% | +62.1% |
| 1Y | +58.8% | +22.4% | +36.4% | +59.5% |
| All | +58.8% | +22.0% | +36.9% | +59.5% |
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