+52.2%
NTAP vs FND
-45.0%
+97.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | +2.2% | -0.8% | +3.0% | +2.2% |
| 30D | -7.0% | -19.6% | +12.6% | -4.8% |
| 3M | +12.3% | -4.3% | +16.6% | +11.5% |
| 6M | +85.1% | -20.4% | +105.6% | +91.0% |
| YTD | +74.8% | -21.9% | +96.6% | +81.8% |
| All | +52.2% | -45.0% | +97.2% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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