+68.1%
NTAP vs AMC
+38.0%
+30.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.3% | -8.9% | -1.9% |
| 7D | -16.1% | +17.7% | -33.8% | -16.6% |
| 30D | -15.9% | +26.2% | -42.1% | -16.7% |
| 3M | -1.2% | +31.3% | -32.6% | -2.4% |
| 6M | +70.1% | +142.8% | -72.7% | +54.8% |
| YTD | +77.9% | +125.6% | -47.7% | +63.0% |
| 1Y | +68.1% | +40.2% | +27.9% | +71.4% |
| All | +68.1% | +38.0% | +30.1% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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