+147.9%
NTAP vs FRSH
-46.5%
+194.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -1.0% | -11.2% | +10.2% | +1.7% |
| 30D | -7.5% | -0.8% | -6.7% | -7.7% |
| 3M | +14.6% | +26.4% | -11.8% | +7.1% |
| 6M | +91.0% | +48.4% | +42.6% | +71.3% |
| YTD | +73.7% | -3.1% | +76.8% | +71.2% |
| 1Y | +51.2% | -8.7% | +59.9% | +51.0% |
| All | +147.9% | -46.5% | +194.4% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 3y: compounded portfolio wealth divided by compounded FRSH 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…
3y analysis · Full analysis span regression · 6 months rolling