+122.8%
NTAP vs AU
+673.1%
-550.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.7% | -0.4% |
| 7D | -1.0% | -7.0% | +6.0% | -0.6% |
| 30D | -7.5% | +7.3% | -14.8% | -8.0% |
| 3M | +14.6% | +33.2% | -18.6% | +12.2% |
| 6M | +91.0% | -0.6% | +91.6% | +89.9% |
| YTD | +73.7% | +26.2% | +47.5% | +69.5% |
| 1Y | +51.2% | +68.3% | -17.0% | +44.3% |
| 3Y | +146.1% | +592.1% | -446.0% | +105.5% |
| 5Y | +122.8% | +685.3% | -562.4% | +81.6% |
| All | +122.8% | +673.1% | -550.3% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling