+52.7%
NTAP vs AMRZ
-24.7%
+77.4%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.9% |
| 7D | +2.2% | -4.7% | +6.9% | +3.1% |
| 30D | -7.0% | -11.3% | +4.2% | -5.0% |
| 3M | +12.3% | -22.1% | +34.4% | +17.3% |
| 6M | +85.1% | -29.6% | +114.7% | +97.6% |
| YTD | +74.8% | -23.3% | +98.1% | +78.3% |
| 1Y | +52.7% | -23.7% | +76.4% | +48.8% |
| All | +52.7% | -24.7% | +77.4% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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