+62.1%
NTAP vs AGI
+9.2%
+52.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.7% | +7.8% | +8.5% |
| 7D | +7.4% | -2.7% | +10.1% | +7.6% |
| 30D | -1.4% | +7.2% | -8.6% | -1.9% |
| 3M | +24.6% | +4.3% | +20.3% | +23.9% |
| 6M | +105.9% | -27.1% | +133.0% | +110.3% |
| YTD | +88.5% | -6.6% | +95.1% | +87.1% |
| 1Y | +62.1% | +9.5% | +52.6% | +56.1% |
| All | +62.1% | +9.2% | +52.9% | +56.1% |
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