+127.9%
NTAP vs IBB
+39.3%
+88.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.3% |
| 7D | +7.2% | -0.5% | +7.7% | +7.5% |
| 30D | -18.4% | +4.6% | -22.9% | -20.0% |
| 3M | -11.3% | +6.8% | -18.1% | -14.9% |
| 6M | +53.8% | +23.1% | +30.7% | +35.7% |
| YTD | +72.0% | +26.0% | +45.9% | +48.7% |
| 1Y | +68.0% | +30.4% | +37.7% | +42.2% |
| 3Y | +149.5% | +85.4% | +64.0% | +67.7% |
| All | +127.9% | +39.3% | +88.6% | +68.3% |
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