+91.8%
NTAP vs AMDL
+145.7%
-53.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.9% | -10.3% | +0.1% |
| 7D | +9.9% | +103.5% | -93.7% | -0.4% |
| 30D | -22.1% | -18.3% | -3.8% | -21.9% |
| 3M | -7.7% | +20.1% | -27.8% | -12.0% |
| 6M | +60.9% | +15.9% | +45.0% | +49.3% |
| YTD | +76.4% | +303.0% | -226.6% | +33.5% |
| 1Y | +69.3% | +164.0% | -94.6% | +35.2% |
| All | +91.8% | +145.7% | -53.8% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 5y: compounded portfolio wealth divided by compounded AMDL 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…
5y analysis · Full analysis span regression · 6 months rolling