+68.1%
NTAP vs BTI
+24.7%
+43.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.4% | -5.0% | -0.7% |
| 7D | -16.1% | +5.3% | -21.4% | -14.9% |
| 30D | -15.9% | +19.1% | -35.0% | -12.5% |
| 3M | -1.2% | +6.5% | -7.8% | +1.0% |
| 6M | +70.1% | +9.4% | +60.6% | +72.5% |
| YTD | +77.9% | +14.4% | +63.5% | +75.6% |
| 1Y | +68.1% | +23.9% | +44.2% | +62.1% |
| All | +68.1% | +24.7% | +43.5% | +62.1% |
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