+115.1%
NTAP vs AMIX
-100.0%
+215.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.5% |
| 7D | +7.2% | -9.9% | +17.1% | +7.3% |
| 30D | -18.4% | -52.8% | +34.4% | -17.8% |
| 3M | -11.3% | -80.0% | +68.7% | -10.0% |
| 6M | +53.8% | -80.2% | +134.0% | +51.9% |
| YTD | +72.0% | -88.1% | +160.1% | +70.8% |
| 1Y | +68.0% | -91.1% | +159.1% | +66.9% |
| All | +115.1% | -100.0% | +215.1% | +126.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling