+62.1%
NTAP vs BLDR
-57.4%
+119.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.4% | +6.2% | +8.3% |
| 7D | +7.4% | -8.2% | +15.6% | +8.2% |
| 30D | -1.4% | -16.6% | +15.3% | +0.3% |
| 3M | +24.6% | -23.2% | +47.7% | +27.0% |
| 6M | +105.9% | -33.7% | +139.6% | +115.8% |
| YTD | +88.5% | -41.3% | +129.8% | +104.3% |
| 1Y | +62.1% | -58.8% | +120.9% | +89.0% |
| All | +62.1% | -57.4% | +119.5% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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