+1,874.2%
NTAP vs BNS
+1,476.3%
+397.9%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +3.0% | +2.6% |
| 7D | +3.3% | +1.8% | +1.5% | +2.0% |
| 30D | -0.2% | +4.5% | -4.7% | -3.1% |
| 3M | +11.4% | +15.8% | -4.4% | +1.2% |
| 6M | +88.7% | +31.5% | +57.2% | +57.5% |
| YTD | +78.9% | +28.6% | +50.3% | +51.2% |
| 1Y | +58.8% | +48.2% | +10.6% | +22.6% |
| 3Y | +153.5% | +130.8% | +22.7% | +45.7% |
| 5Y | +136.7% | +94.9% | +41.8% | +50.5% |
| 10Y | +590.2% | +179.6% | +410.6% | +243.2% |
| All | +1,874.2% | +1,476.3% | +397.9% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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