+568.7%
NTAP vs IBN
+316.4%
+252.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -1.0% | -5.5% | +4.5% | +0.9% |
| 30D | -7.5% | -3.4% | -4.1% | -6.5% |
| 3M | +14.6% | +8.7% | +6.0% | +11.2% |
| 6M | +91.0% | +3.7% | +87.3% | +87.7% |
| YTD | +73.7% | -2.4% | +76.1% | +74.3% |
| 1Y | +51.2% | -8.1% | +59.3% | +54.5% |
| 3Y | +146.1% | +26.3% | +119.8% | +122.1% |
| 5Y | +122.8% | +54.9% | +67.9% | +85.1% |
| All | +568.7% | +316.4% | +252.3% | +312.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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