+68.0%
NTAP vs BN
-11.7%
+79.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.1% |
| 7D | +7.2% | -1.0% | +8.2% | +7.5% |
| 30D | -18.4% | +14.0% | -32.3% | -21.3% |
| 3M | -11.3% | -9.0% | -2.3% | -8.9% |
| 6M | +53.8% | -8.8% | +62.6% | +57.1% |
| YTD | +72.0% | -10.3% | +82.2% | +76.9% |
| 1Y | +68.0% | -5.8% | +73.8% | +66.1% |
| All | +68.0% | -11.7% | +79.7% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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