+68.1%
NTAP vs IT
-17.9%
+86.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.7% |
| 7D | -16.1% | -5.5% | -10.6% | -16.1% |
| 30D | -15.9% | +10.3% | -26.3% | -17.2% |
| 3M | -1.2% | +11.5% | -12.8% | -3.2% |
| 6M | +70.1% | +40.3% | +29.8% | +61.4% |
| YTD | +77.9% | -17.9% | +95.8% | +86.8% |
| 1Y | +68.1% | -8.8% | +76.9% | +70.5% |
| All | +68.1% | -17.9% | +86.0% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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