+149.5%
NTAP vs ALL
+117.7%
+31.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.5% |
| 7D | +7.2% | +5.0% | +2.2% | +7.3% |
| 30D | -18.4% | +13.3% | -31.7% | -18.3% |
| 3M | -11.3% | +3.2% | -14.5% | -11.1% |
| 6M | +53.8% | +25.3% | +28.4% | +54.1% |
| YTD | +72.0% | +30.5% | +41.5% | +71.5% |
| 1Y | +68.0% | +29.2% | +38.8% | +67.7% |
| 3Y | +149.5% | +119.1% | +30.4% | +190.5% |
| All | +149.5% | +117.7% | +31.7% | +190.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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