+562.2%
NTAP vs ENB
+109.5%
+452.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.8% |
| 7D | +7.2% | +3.1% | +4.1% | +5.7% |
| 30D | -18.4% | +2.1% | -20.5% | -19.2% |
| 3M | -11.3% | -4.4% | -6.9% | -9.6% |
| 6M | +53.8% | -10.1% | +63.8% | +60.2% |
| YTD | +72.0% | +5.2% | +66.8% | +65.9% |
| 1Y | +68.0% | +4.2% | +63.8% | +62.7% |
| 3Y | +149.5% | +70.1% | +79.4% | +87.0% |
| 5Y | +125.6% | +59.4% | +66.2% | +73.1% |
| All | +562.2% | +109.5% | +452.7% | +306.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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