+52.7%
NTAP vs BB
+100.8%
-48.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.0% |
| 7D | +2.2% | +1.8% | +0.4% | +1.8% |
| 30D | -7.0% | -12.2% | +5.2% | -4.6% |
| 3M | +12.3% | -12.3% | +24.6% | +13.6% |
| 6M | +85.1% | +122.7% | -37.6% | +54.5% |
| YTD | +74.8% | +104.5% | -29.7% | +47.7% |
| 1Y | +52.7% | +106.7% | -54.0% | +32.5% |
| All | +52.7% | +100.8% | -48.1% | +32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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