+570.8%
NTAP vs EMB
+31.5%
+539.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | -7.8% | +0.5% | -8.3% | -8.2% |
| 30D | -25.8% | +0.9% | -26.7% | -26.5% |
| 3M | -11.2% | -2.1% | -9.1% | -9.2% |
| 6M | +49.9% | -2.2% | +52.1% | +53.8% |
| YTD | +66.9% | -0.6% | +67.5% | +68.1% |
| 1Y | +58.8% | +0.2% | +58.6% | +58.6% |
| 3Y | +140.8% | +29.5% | +111.3% | +84.5% |
| 5Y | +115.0% | +8.0% | +107.0% | +100.8% |
| 10Y | +570.8% | +35.3% | +535.4% | +484.2% |
| All | +570.8% | +31.5% | +539.3% | +484.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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