+589.7%
NTAP vs BEN
+60.1%
+529.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.0% | +4.0% |
| 7D | -2.4% | +7.2% | -9.6% | -5.5% |
| 30D | -23.4% | +14.1% | -37.6% | -28.1% |
| 3M | -7.5% | +9.9% | -17.4% | -11.7% |
| 6M | +56.4% | +17.4% | +39.0% | +43.9% |
| YTD | +73.6% | +57.3% | +16.3% | +38.0% |
| 1Y | +68.4% | +66.9% | +1.5% | +29.9% |
| 3Y | +150.6% | +85.7% | +64.9% | +75.6% |
| 5Y | +122.5% | +31.2% | +91.2% | +81.5% |
| 10Y | +589.7% | +61.0% | +528.7% | +356.7% |
| All | +589.7% | +60.1% | +529.7% | +356.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling