+19,788.8%
NTAP vs BEN
+1,286.7%
+18,502.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.3% |
| 7D | +9.9% | +11.3% | -1.5% | +3.5% |
| 30D | -22.1% | +15.0% | -37.2% | -27.9% |
| 3M | -7.7% | +7.8% | -15.5% | -11.6% |
| 6M | +60.9% | +15.5% | +45.4% | +47.5% |
| YTD | +76.4% | +55.4% | +21.0% | +36.5% |
| 1Y | +69.3% | +63.3% | +6.1% | +27.4% |
| 3Y | +154.6% | +83.4% | +71.2% | +71.3% |
| 5Y | +131.4% | +28.1% | +103.4% | +84.4% |
| 10Y | +600.9% | +59.1% | +541.8% | +352.3% |
| All | +19,788.8% | +1,286.7% | +18,502.1% | +2,679.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling