+58.9%
NTAP vs BTI
+5.0%
+53.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | -0.1% |
| 7D | -0.8% | -1.4% | +0.6% | -1.0% |
| 30D | -0.5% | -6.6% | +6.1% | -1.7% |
| 3M | +4.1% | -3.0% | +7.1% | +3.7% |
| 6M | +88.0% | -6.7% | +94.6% | +86.5% |
| YTD | +75.6% | +0.6% | +75.0% | +71.3% |
| 1Y | +58.9% | +5.6% | +53.3% | +61.6% |
| All | +58.9% | +5.0% | +53.9% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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