+58.9%
NTAP vs COMP
+25.5%
+33.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.7% | -1.6% | +3.9% |
| 7D | -5.0% | +14.5% | -19.5% | -5.2% |
| 30D | -25.8% | +14.9% | -40.7% | -25.9% |
| 3M | -6.9% | -14.2% | +7.3% | -6.8% |
| 6M | +50.0% | +23.7% | +26.3% | +49.8% |
| YTD | +66.9% | +2.1% | +64.9% | +69.9% |
| All | +58.9% | +25.5% | +33.4% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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