+568.7%
NTAP vs INDA
+83.0%
+485.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | +0.1% |
| 7D | -1.0% | -3.6% | +2.7% | +1.3% |
| 30D | -7.5% | -4.0% | -3.5% | -5.2% |
| 3M | +14.6% | +1.7% | +12.9% | +13.3% |
| 6M | +91.0% | -3.6% | +94.6% | +94.5% |
| YTD | +73.7% | -11.0% | +84.7% | +86.2% |
| 1Y | +51.2% | -9.5% | +60.7% | +60.1% |
| 3Y | +146.1% | +7.6% | +138.5% | +132.9% |
| 5Y | +122.8% | +4.8% | +118.1% | +113.8% |
| All | +568.7% | +83.0% | +485.7% | +357.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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