+51.0%
NTAP vs IWD
+28.1%
+22.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.3% |
| 7D | -15.1% | -0.5% | -14.6% | -14.2% |
| 30D | -28.1% | +2.7% | -30.7% | -29.8% |
| 3M | -11.4% | +0.9% | -12.3% | -11.9% |
| 6M | +52.2% | +10.5% | +41.7% | +35.8% |
| YTD | +60.4% | +23.7% | +36.7% | +24.0% |
| 1Y | +51.0% | +28.7% | +22.3% | +11.0% |
| All | +51.0% | +28.1% | +22.9% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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