+576.6%
NTAP vs BUD
-8.7%
+585.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.7% | +3.7% |
| 7D | -5.0% | +1.3% | -6.3% | -5.4% |
| 30D | -25.8% | +10.0% | -35.8% | -28.2% |
| 3M | -6.9% | +1.6% | -8.5% | -7.9% |
| 6M | +50.0% | +6.5% | +43.5% | +45.4% |
| YTD | +66.9% | +34.8% | +32.1% | +48.4% |
| 1Y | +58.3% | +36.5% | +21.8% | +40.0% |
| 3Y | +145.1% | +49.0% | +96.2% | +105.1% |
| 5Y | +114.2% | +51.7% | +62.5% | +74.8% |
| 10Y | +576.6% | -7.5% | +584.1% | +531.8% |
| All | +576.6% | -8.7% | +585.3% | +531.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling