+124.8%
NTAP vs BLDR
+13.4%
+111.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.9% |
| 7D | +2.2% | -2.7% | +4.9% | +2.8% |
| 30D | -7.0% | -14.7% | +7.7% | -3.9% |
| 3M | +12.3% | -20.8% | +33.1% | +17.1% |
| 6M | +85.1% | -35.3% | +120.5% | +101.7% |
| YTD | +74.8% | -40.3% | +115.1% | +93.7% |
| 1Y | +52.7% | -56.3% | +109.0% | +83.5% |
| 3Y | +147.7% | -56.1% | +203.8% | +180.3% |
| 5Y | +124.8% | +12.9% | +111.9% | +75.5% |
| All | +124.8% | +13.4% | +111.4% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling