+82.9%
NTAP vs AMRZ
-19.3%
+102.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.9% |
| 7D | +9.9% | -4.0% | +13.9% | +10.5% |
| 30D | -22.1% | +12.4% | -34.5% | -23.7% |
| 3M | -7.7% | -11.5% | +3.8% | -5.5% |
| 6M | +60.9% | -21.6% | +82.5% | +68.0% |
| YTD | +76.4% | -23.4% | +99.8% | +81.7% |
| 1Y | +69.3% | -17.2% | +86.5% | +70.5% |
| All | +82.9% | -19.3% | +102.2% | +81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling