+579.4%
NTAP vs AMC
-98.8%
+678.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +4.0% | +1.7% |
| 7D | +9.9% | +8.4% | +1.4% | +9.5% |
| 30D | -22.1% | +9.2% | -31.3% | -22.4% |
| 3M | -7.7% | +32.0% | -39.7% | -8.8% |
| 6M | +60.9% | +149.3% | -88.3% | +53.7% |
| YTD | +76.4% | +114.1% | -37.7% | +69.0% |
| 1Y | +69.3% | +35.8% | +33.6% | +65.1% |
| 3Y | +154.6% | -58.3% | +212.9% | +153.6% |
| 5Y | +131.4% | -99.2% | +230.6% | +153.3% |
| All | +579.4% | -98.8% | +678.2% | +571.3% |
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