+590.2%
NTAP vs CASY
+549.1%
+41.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.0% | +4.9% | +2.8% |
| 7D | +3.3% | -4.4% | +7.6% | +4.6% |
| 30D | -0.2% | -12.0% | +11.8% | +3.4% |
| 3M | +11.4% | -2.3% | +13.7% | +10.5% |
| 6M | +88.7% | +10.5% | +78.2% | +78.4% |
| YTD | +78.9% | +33.0% | +45.9% | +58.4% |
| 1Y | +58.8% | +41.1% | +17.7% | +37.0% |
| 3Y | +153.5% | +207.5% | -54.0% | +58.1% |
| 5Y | +136.7% | +290.7% | -154.0% | +30.9% |
| 10Y | +590.2% | +556.5% | +33.7% | +204.6% |
| All | +590.2% | +549.1% | +41.1% | +204.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CASY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling