+68.1%
NTAP vs BTSG
+111.7%
-43.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.6% | -1.6% |
| 7D | -16.1% | +17.4% | -33.5% | -17.9% |
| 30D | -15.9% | +12.6% | -28.5% | -17.1% |
| 3M | -1.2% | +11.2% | -12.4% | -2.7% |
| 6M | +70.1% | +30.4% | +39.7% | +58.8% |
| YTD | +77.9% | +86.4% | -8.4% | +50.3% |
| 1Y | +68.1% | +117.9% | -49.8% | +36.0% |
| All | +68.1% | +111.7% | -43.6% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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