+68.1%
NTAP vs AG
+29.4%
+38.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.1% | -10.8% | -2.2% |
| 7D | -16.1% | -2.6% | -13.5% | -15.9% |
| 30D | -15.9% | -12.1% | -3.8% | -15.4% |
| 3M | -1.2% | -6.6% | +5.4% | -1.5% |
| 6M | +70.1% | -20.5% | +90.5% | +70.6% |
| YTD | +77.9% | -7.4% | +85.4% | +72.6% |
| 1Y | +68.1% | +33.4% | +34.7% | +56.6% |
| All | +68.1% | +29.4% | +38.8% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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