+68.0%
NTAP vs AG
+7.9%
+60.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.4% |
| 7D | +7.2% | -10.0% | +17.2% | +8.0% |
| 30D | -18.4% | -10.5% | -7.9% | -17.7% |
| 3M | -11.3% | -27.3% | +15.9% | -9.9% |
| 6M | +53.8% | -43.0% | +96.7% | +57.6% |
| YTD | +72.0% | -17.9% | +89.9% | +66.5% |
| 1Y | +68.0% | +11.9% | +56.1% | +55.3% |
| All | +68.0% | +7.9% | +60.2% | +55.3% |
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