+61.8%
NTAP vs IP
-3.5%
+65.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | -7.8% | 0.0% | -7.8% | -7.7% |
| 30D | -25.8% | +9.4% | -35.2% | -26.4% |
| 3M | -11.2% | -14.1% | +2.8% | -9.7% |
| 6M | +49.9% | +9.2% | +40.8% | +47.7% |
| YTD | +66.9% | -7.5% | +74.4% | +70.9% |
| All | +61.8% | -3.5% | +65.3% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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