+120.7%
NTAP vs AMIX
-100.0%
+220.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.4% | +10.1% | +1.7% |
| 7D | +9.9% | -10.9% | +20.7% | +9.9% |
| 30D | -22.1% | -55.0% | +32.8% | -21.6% |
| 3M | -7.7% | -82.0% | +74.3% | -6.3% |
| 6M | +60.9% | -80.4% | +141.4% | +59.0% |
| YTD | +76.4% | -88.3% | +164.7% | +75.2% |
| 1Y | +69.3% | -92.4% | +161.7% | +68.6% |
| All | +120.7% | -100.0% | +220.6% | +132.3% |
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