+68.1%
NTAP vs BDX
+54.0%
+14.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.6% | -7.2% | -1.4% |
| 7D | -16.1% | +7.2% | -23.3% | -15.9% |
| 30D | -15.9% | +15.8% | -31.7% | -15.7% |
| 3M | -1.2% | +23.7% | -24.9% | -1.4% |
| 6M | +70.1% | +44.8% | +25.2% | +66.5% |
| YTD | +77.9% | +39.8% | +38.2% | +78.3% |
| 1Y | +68.1% | +52.3% | +15.8% | +68.2% |
| All | +68.1% | +54.0% | +14.1% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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