+17,983.5%
NTAP vs CASY
+7,399.1%
+10,584.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -15.1% | +1.1% | -16.2% | -15.5% |
| 30D | -28.1% | +8.7% | -36.8% | -30.7% |
| 3M | -11.4% | -17.3% | +5.9% | -5.6% |
| 6M | +52.2% | -19.7% | +71.9% | +60.7% |
| YTD | +60.4% | +24.8% | +35.6% | +39.8% |
| 1Y | +51.0% | +31.9% | +19.1% | +28.1% |
| 3Y | +135.6% | +155.4% | -19.8% | +45.3% |
| 5Y | +107.5% | +250.6% | -143.0% | +8.7% |
| 10Y | +608.6% | +556.8% | +51.8% | +167.5% |
| All | +17,983.5% | +7,399.1% | +10,584.4% | +1,514.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling