+576.6%
NTAP vs AMC
-98.6%
+675.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.3% | -4.2% | +3.7% |
| 7D | -5.0% | +6.6% | -11.5% | -5.2% |
| 30D | -25.8% | +14.1% | -39.8% | -26.1% |
| 3M | -6.9% | +31.3% | -38.2% | -8.0% |
| 6M | +50.0% | +126.7% | -76.7% | +43.8% |
| YTD | +66.9% | +117.9% | -51.0% | +59.8% |
| 1Y | +58.3% | +41.1% | +17.2% | +54.0% |
| 3Y | +145.1% | -61.0% | +206.1% | +144.7% |
| 5Y | +114.2% | -99.1% | +213.3% | +134.3% |
| 10Y | +576.6% | -98.7% | +675.2% | +567.7% |
| All | +576.6% | -98.6% | +675.2% | +567.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling