+474.3%
NTAP vs AMC
-97.7%
+572.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -0.2% |
| 7D | -15.1% | +2.6% | -17.7% | -15.2% |
| 30D | -28.1% | +9.0% | -37.1% | -28.3% |
| 3M | -11.4% | +22.2% | -33.6% | -12.4% |
| 6M | +52.2% | +91.5% | -39.2% | +46.5% |
| YTD | +60.4% | +101.3% | -40.9% | +53.5% |
| 1Y | +51.0% | +20.8% | +30.2% | +47.6% |
| 3Y | +135.6% | -71.3% | +206.9% | +138.1% |
| 5Y | +107.5% | -99.2% | +206.8% | +130.1% |
| 10Y | +608.6% | -98.7% | +707.3% | +636.8% |
| All | +474.3% | -97.7% | +572.0% | +436.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling