+576.6%
NTAP vs IBB
+139.6%
+436.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.8% | +1.3% | +2.4% |
| 7D | -5.0% | +2.7% | -7.7% | -6.3% |
| 30D | -25.8% | +6.3% | -32.1% | -28.4% |
| 3M | -6.9% | +11.1% | -17.9% | -13.3% |
| 6M | +50.0% | +29.2% | +20.8% | +26.2% |
| YTD | +66.9% | +30.2% | +36.7% | +38.9% |
| 1Y | +58.3% | +39.5% | +18.8% | +25.6% |
| 3Y | +145.1% | +92.3% | +52.8% | +55.6% |
| 5Y | +114.2% | +43.0% | +71.2% | +62.7% |
| 10Y | +576.6% | +137.1% | +439.5% | +265.4% |
| All | +576.6% | +139.6% | +436.9% | +265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling