+153.5%
NTAP vs HRB
+28.7%
+124.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.5% | +8.4% | +2.4% |
| 7D | +3.3% | -9.1% | +12.3% | +4.1% |
| 30D | -0.2% | +0.3% | -0.5% | -0.4% |
| 3M | +11.4% | +23.4% | -12.0% | +8.9% |
| 6M | +88.7% | +45.1% | +43.6% | +81.0% |
| YTD | +78.9% | +8.9% | +70.0% | +74.9% |
| 1Y | +58.8% | -7.9% | +66.7% | +57.1% |
| 3Y | +153.5% | +27.9% | +125.6% | +138.5% |
| All | +153.5% | +28.7% | +124.8% | +138.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling