+122.8%
NTAP vs BBY
-1.6%
+124.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.0% | +0.7% | -1.6% | -1.2% |
| 30D | -7.5% | +5.8% | -13.3% | -9.2% |
| 3M | +14.6% | +18.0% | -3.4% | +8.6% |
| 6M | +91.0% | +39.8% | +51.2% | +71.0% |
| YTD | +73.7% | +35.4% | +38.3% | +56.7% |
| 1Y | +51.2% | +21.4% | +29.8% | +40.7% |
| 3Y | +146.1% | +39.5% | +106.6% | +107.5% |
| 5Y | +122.8% | -0.5% | +123.3% | +89.5% |
| All | +122.8% | -1.6% | +124.5% | +89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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