+68.1%
NTAP vs AGI
-1.1%
+69.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.8% | -12.4% | -2.4% |
| 7D | -16.1% | -5.3% | -10.8% | -15.7% |
| 30D | -15.9% | -7.1% | -8.8% | -15.5% |
| 3M | -1.2% | +4.4% | -5.7% | -2.2% |
| 6M | +70.1% | -23.0% | +93.1% | +72.8% |
| YTD | +77.9% | -22.0% | +99.9% | +77.1% |
| 1Y | +68.1% | +0.3% | +67.9% | +61.1% |
| All | +68.1% | -1.1% | +69.2% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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