+58.8%
NTAP vs FITB
+30.6%
+28.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -7.8% | +0.5% | -8.2% | -7.8% |
| 30D | -25.8% | +7.0% | -32.8% | -26.8% |
| 3M | -11.2% | -4.4% | -6.9% | -10.4% |
| 6M | +49.9% | +11.6% | +38.4% | +47.1% |
| YTD | +66.9% | +18.6% | +48.2% | +57.8% |
| 1Y | +58.8% | +29.8% | +29.0% | +41.6% |
| All | +58.8% | +30.6% | +28.2% | +41.6% |
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