+100.9%
NTAP vs AMIX
-100.0%
+200.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -5.6% | -4.2% | -9.7% |
| 7D | -22.5% | -25.5% | +3.0% | -22.2% |
| 30D | -25.7% | -56.2% | +30.5% | -25.1% |
| 3M | -9.0% | -87.4% | +78.4% | -7.3% |
| 6M | +49.2% | -80.9% | +130.1% | +47.5% |
| YTD | +60.6% | -86.8% | +147.4% | +59.4% |
| 1Y | +48.7% | -91.3% | +140.0% | +47.9% |
| All | +100.9% | -100.0% | +200.8% | +111.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling