+572.0%
NTAP vs DOC
+15.7%
+556.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | -15.1% | +6.5% | -21.5% | -16.7% |
| 30D | -28.1% | +9.2% | -37.2% | -30.1% |
| 3M | -11.4% | -2.5% | -8.9% | -11.1% |
| 6M | +52.2% | +7.1% | +45.1% | +47.6% |
| YTD | +60.4% | +33.0% | +27.4% | +43.2% |
| 1Y | +51.0% | +23.3% | +27.7% | +38.2% |
| 3Y | +135.6% | +44.9% | +90.6% | +100.0% |
| 5Y | +107.5% | -21.6% | +129.1% | +116.4% |
| All | +572.0% | +15.7% | +556.3% | +526.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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