+169.1%
NTAP vs AU
+577.5%
-408.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.5% | +8.0% | +8.5% |
| 7D | +7.4% | -4.3% | +11.6% | +7.6% |
| 30D | -1.4% | +7.3% | -8.7% | -1.8% |
| 3M | +24.6% | +26.3% | -1.8% | +22.6% |
| 6M | +105.9% | +1.8% | +104.1% | +104.5% |
| YTD | +88.5% | +26.8% | +61.7% | +84.3% |
| 1Y | +62.1% | +66.7% | -4.6% | +55.2% |
| 3Y | +169.1% | +579.1% | -410.0% | +119.2% |
| All | +169.1% | +577.5% | -408.4% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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