+140.8%
NTAP vs AMC
-58.9%
+199.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.1% |
| 7D | -7.8% | +5.5% | -13.2% | -8.0% |
| 30D | -25.8% | +16.1% | -41.9% | -26.3% |
| 3M | -11.2% | +43.0% | -54.2% | -12.8% |
| 6M | +49.9% | +130.7% | -80.7% | +41.9% |
| YTD | +66.9% | +121.8% | -54.9% | +57.3% |
| 1Y | +58.8% | +40.7% | +18.2% | +53.1% |
| 3Y | +140.8% | -56.8% | +197.6% | +182.3% |
| All | +140.8% | -58.9% | +199.7% | +182.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling