+105.6%
NTAP vs IBB
+37.5%
+68.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -1.0% |
| 7D | -15.1% | -1.8% | -13.2% | -14.1% |
| 30D | -28.1% | +5.1% | -33.1% | -29.8% |
| 3M | -11.4% | +10.7% | -22.2% | -16.7% |
| 6M | +52.2% | +22.9% | +29.3% | +34.5% |
| YTD | +60.4% | +26.7% | +33.7% | +38.4% |
| 1Y | +51.0% | +35.1% | +15.9% | +25.0% |
| 3Y | +135.6% | +80.2% | +55.4% | +61.2% |
| All | +105.6% | +37.5% | +68.2% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling