+62.1%
NTAP vs HRB
-6.2%
+68.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.5% | +8.0% | +8.5% |
| 7D | +7.4% | -8.0% | +15.4% | +8.1% |
| 30D | -1.4% | -16.0% | +14.6% | +0.1% |
| 3M | +24.6% | +26.9% | -2.3% | +21.1% |
| 6M | +105.9% | +51.1% | +54.8% | +95.8% |
| YTD | +88.5% | +7.1% | +81.5% | +79.4% |
| 1Y | +62.1% | -9.6% | +71.7% | +52.7% |
| All | +62.1% | -6.2% | +68.3% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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