+68.0%
NTAP vs AMC
+33.2%
+34.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -18.7% |
| 3M | -11.3% | +23.6% | -34.9% | -12.0% |
| 6M | +53.8% | +144.4% | -90.6% | +39.7% |
| YTD | +72.0% | +108.3% | -36.4% | +59.0% |
| 1Y | +68.0% | +38.9% | +29.1% | +74.6% |
| All | +68.0% | +33.2% | +34.8% | +74.6% |
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