+51.2%
NTAP vs INDA
-9.3%
+60.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.2% |
| 7D | -1.0% | -3.6% | +2.7% | +0.3% |
| 30D | -7.5% | -4.0% | -3.5% | -6.2% |
| 3M | +14.6% | +1.7% | +12.9% | +13.9% |
| 6M | +91.0% | -3.6% | +94.6% | +93.4% |
| YTD | +73.7% | -11.0% | +84.7% | +80.4% |
| 1Y | +51.2% | -9.5% | +60.7% | +54.6% |
| All | +51.2% | -9.3% | +60.5% | +54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling