+136.7%
NTAP vs BN
+35.3%
+101.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +3.1% |
| 7D | +3.3% | -1.2% | +4.4% | +3.8% |
| 30D | -0.2% | -10.9% | +10.7% | +5.2% |
| 3M | +11.4% | -11.1% | +22.5% | +17.4% |
| 6M | +88.7% | -4.4% | +93.0% | +90.0% |
| YTD | +78.9% | -14.1% | +93.1% | +89.6% |
| 1Y | +58.8% | -11.1% | +69.9% | +64.9% |
| 3Y | +153.5% | +75.6% | +78.0% | +86.0% |
| 5Y | +136.7% | +35.8% | +100.9% | +92.6% |
| All | +136.7% | +35.3% | +101.4% | +92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling