+52.7%
NTAP vs HDB
-37.2%
+89.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -2.1% |
| 7D | +2.2% | -4.9% | +7.1% | +2.9% |
| 30D | -7.0% | -5.8% | -1.2% | -6.2% |
| 3M | +12.3% | -5.2% | +17.5% | +13.3% |
| 6M | +85.1% | -25.7% | +110.8% | +92.3% |
| YTD | +74.8% | -39.6% | +114.3% | +83.6% |
| 1Y | +52.7% | -36.9% | +89.6% | +58.0% |
| All | +52.7% | -37.2% | +89.9% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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