+568.7%
NTAP vs FTI
+301.2%
+267.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | +0.1% |
| 7D | -1.0% | -5.6% | +4.7% | +0.4% |
| 30D | -7.5% | +0.4% | -7.9% | -7.6% |
| 3M | +14.6% | +8.1% | +6.5% | +12.3% |
| 6M | +91.0% | +16.7% | +74.3% | +83.1% |
| YTD | +73.7% | +70.0% | +3.7% | +52.0% |
| 1Y | +51.2% | +85.4% | -34.2% | +29.2% |
| 3Y | +146.1% | +265.9% | -119.8% | +75.7% |
| 5Y | +122.8% | +1,072.7% | -949.9% | +14.8% |
| All | +568.7% | +301.2% | +267.5% | +315.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded FTI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling