+124.8%
NTAP vs INDA
+5.9%
+118.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.7% |
| 7D | +2.2% | -2.6% | +4.8% | +4.1% |
| 30D | -7.0% | -2.9% | -4.1% | -5.2% |
| 3M | +12.3% | +2.4% | +9.9% | +10.3% |
| 6M | +85.1% | -2.6% | +87.7% | +87.7% |
| YTD | +74.8% | -10.0% | +84.7% | +88.1% |
| 1Y | +52.7% | -7.7% | +60.3% | +60.7% |
| 3Y | +147.7% | +8.9% | +138.8% | +126.7% |
| 5Y | +124.8% | +6.0% | +118.8% | +105.0% |
| All | +124.8% | +5.9% | +118.9% | +105.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling