+149.5%
NTAP vs A
+30.8%
+118.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | -0.8% | -1.9% | +1.2% | -0.1% |
| 30D | -0.5% | +6.9% | -7.5% | -3.2% |
| 3M | +4.1% | +9.2% | -5.2% | +0.3% |
| 6M | +88.0% | +25.7% | +62.3% | +70.2% |
| YTD | +75.6% | +11.5% | +64.0% | +67.6% |
| 1Y | +58.9% | +18.4% | +40.6% | +47.7% |
| All | +149.5% | +30.8% | +118.7% | +116.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling