+51.0%
NTAP vs AMIX
-91.4%
+142.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -15.1% | -16.0% | +1.0% | -14.9% |
| 30D | -28.1% | -55.4% | +27.3% | -27.6% |
| 3M | -11.4% | -87.5% | +76.1% | -10.0% |
| 6M | +52.2% | -81.2% | +133.4% | +50.3% |
| YTD | +60.4% | -86.8% | +147.3% | +57.1% |
| 1Y | +51.0% | -91.6% | +142.6% | +46.9% |
| All | +51.0% | -91.4% | +142.4% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling