+562.2%
NTAP vs BEN
+58.7%
+503.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.7% |
| 7D | +7.2% | +6.8% | +0.4% | +3.9% |
| 30D | -18.4% | +18.0% | -36.4% | -24.6% |
| 3M | -11.3% | +7.5% | -18.8% | -14.5% |
| 6M | +53.8% | +14.7% | +39.1% | +43.0% |
| YTD | +72.0% | +56.1% | +15.9% | +37.2% |
| 1Y | +68.0% | +69.6% | -1.6% | +28.6% |
| 3Y | +149.5% | +87.7% | +61.8% | +73.8% |
| 5Y | +125.6% | +28.6% | +96.9% | +85.9% |
| All | +562.2% | +58.7% | +503.5% | +350.3% |
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