+562.2%
NTAP vs AMC
-98.8%
+661.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -2.4% |
| 7D | +7.2% | +3.5% | +3.7% | +7.0% |
| 30D | -18.4% | +12.5% | -30.8% | -18.8% |
| 3M | -11.3% | +23.6% | -34.9% | -12.2% |
| 6M | +53.8% | +144.4% | -90.6% | +47.0% |
| YTD | +72.0% | +108.3% | -36.4% | +64.9% |
| 1Y | +68.0% | +38.9% | +29.1% | +63.6% |
| 3Y | +149.5% | -58.9% | +208.3% | +148.6% |
| 5Y | +125.6% | -99.2% | +224.8% | +147.2% |
| All | +562.2% | -98.8% | +661.0% | +555.0% |
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