+58.9%
NTAP vs FITB
+23.7%
+35.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -0.8% | +0.6% | -1.4% | -0.9% |
| 30D | -0.5% | -4.7% | +4.2% | +0.6% |
| 3M | +4.1% | +6.7% | -2.6% | +2.6% |
| 6M | +88.0% | +12.6% | +75.4% | +82.3% |
| YTD | +75.6% | +19.1% | +56.5% | +66.0% |
| 1Y | +58.9% | +22.6% | +36.3% | +45.4% |
| All | +58.9% | +23.7% | +35.3% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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