+68.4%
NTAP vs AS
+2.8%
+65.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.4% | +6.5% | +4.2% |
| 7D | -2.4% | -3.0% | +0.6% | -2.2% |
| 30D | -23.4% | +9.6% | -33.0% | -24.0% |
| 3M | -7.5% | -8.2% | +0.7% | -6.7% |
| 6M | +56.4% | -9.9% | +66.3% | +57.1% |
| YTD | +73.6% | -16.8% | +90.4% | +76.7% |
| 1Y | +68.4% | +3.0% | +65.4% | +70.8% |
| All | +68.4% | +2.8% | +65.6% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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