+169.1%
NTAP vs AZO
+10.0%
+159.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.2% | +8.7% | +8.5% |
| 7D | +7.4% | -3.6% | +10.9% | +7.4% |
| 30D | -1.4% | -5.6% | +4.2% | -1.4% |
| 3M | +24.6% | -6.6% | +31.2% | +24.4% |
| 6M | +105.9% | -22.5% | +128.4% | +107.9% |
| YTD | +88.5% | -15.2% | +103.7% | +89.6% |
| 1Y | +62.1% | -33.9% | +96.0% | +65.9% |
| 3Y | +169.1% | +11.8% | +157.2% | +157.6% |
| All | +169.1% | +10.0% | +159.0% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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