+62.1%
NTAP vs BR
-31.7%
+93.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.3% | +8.8% | +8.6% |
| 7D | +7.4% | -3.0% | +10.3% | +8.0% |
| 30D | -1.4% | -0.3% | -1.1% | -1.6% |
| 3M | +24.6% | +17.3% | +7.3% | +19.6% |
| 6M | +105.9% | -6.7% | +112.6% | +105.2% |
| YTD | +88.5% | -23.4% | +112.0% | +103.1% |
| 1Y | +62.1% | -32.7% | +94.8% | +74.8% |
| All | +62.1% | -31.7% | +93.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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