+124.8%
NTAP vs BB
-25.5%
+150.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.8% |
| 3M | +12.3% | -12.3% | +24.6% | +13.6% |
| 6M | +85.1% | +122.7% | -37.6% | +56.0% |
| YTD | +74.8% | +104.5% | -29.7% | +49.6% |
| 1Y | +52.7% | +106.7% | -54.0% | +29.6% |
| 3Y | +147.7% | +70.0% | +77.7% | +107.6% |
| 5Y | +124.8% | -27.8% | +152.6% | +113.0% |
| All | +124.8% | -25.5% | +150.3% | +113.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling