+153.5%
NTAP vs IBN
+29.3%
+124.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.5% | +4.4% | +2.5% |
| 7D | +3.3% | -2.2% | +5.4% | +3.8% |
| 30D | -0.2% | -2.3% | +2.1% | +0.3% |
| 3M | +11.4% | +15.9% | -4.5% | +7.0% |
| 6M | +88.7% | +5.6% | +83.1% | +85.7% |
| YTD | +78.9% | -0.1% | +79.0% | +78.9% |
| 1Y | +58.8% | -6.5% | +65.4% | +61.2% |
| 3Y | +153.5% | +29.3% | +124.2% | +134.9% |
| All | +153.5% | +29.3% | +124.2% | +134.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling