+589.7%
NTAP vs BEN
+53.7%
+536.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.6% |
| 7D | +2.2% | +3.4% | -1.2% | +0.6% |
| 30D | -7.0% | +1.8% | -8.8% | -7.9% |
| 3M | +12.3% | +8.4% | +3.9% | +7.8% |
| 6M | +85.1% | +35.6% | +49.5% | +58.4% |
| YTD | +74.8% | +46.4% | +28.4% | +44.2% |
| 1Y | +52.7% | +46.3% | +6.3% | +25.5% |
| 3Y | +147.7% | +54.6% | +93.0% | +90.6% |
| 5Y | +124.8% | +39.4% | +85.4% | +76.1% |
| 10Y | +589.7% | +57.6% | +532.1% | +366.6% |
| All | +589.7% | +53.7% | +536.0% | +366.6% |
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