+19,691.7%
NTAP vs BN
+13,741.9%
+5,949.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -0.8% | -2.5% | +1.7% | +0.4% |
| 30D | -0.5% | -9.5% | +9.0% | +4.2% |
| 3M | +4.1% | -10.4% | +14.5% | +9.4% |
| 6M | +88.0% | -6.4% | +94.3% | +91.7% |
| YTD | +75.6% | -11.9% | +87.4% | +83.9% |
| 1Y | +58.9% | -8.6% | +67.5% | +63.3% |
| 3Y | +153.6% | +77.6% | +76.0% | +85.2% |
| 5Y | +127.6% | +37.0% | +90.6% | +83.7% |
| 10Y | +580.4% | +266.4% | +314.0% | +235.8% |
| All | +19,691.7% | +13,741.9% | +5,949.8% | +1,935.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling