+108.7%
NTAP vs AMIX
-99.9%
+208.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.8% | -8.9% | -0.1% |
| 7D | -7.8% | +11.4% | -19.2% | -7.9% |
| 30D | -25.8% | -40.5% | +14.7% | -25.4% |
| 3M | -11.2% | -80.1% | +68.8% | -10.0% |
| 6M | +49.9% | -74.8% | +124.8% | +47.8% |
| YTD | +66.9% | -84.0% | +150.8% | +65.3% |
| 1Y | +58.8% | -89.7% | +148.5% | +57.7% |
| All | +108.7% | -99.9% | +208.7% | +119.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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