+19,285.3%
NTAP vs MDY
+2,262.7%
+17,022.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.4% |
| 7D | +7.2% | +2.3% | +4.9% | +4.1% |
| 30D | -18.4% | +2.0% | -20.4% | -20.2% |
| 3M | -11.3% | -5.6% | -5.7% | -3.9% |
| 6M | +53.8% | +1.3% | +52.5% | +51.7% |
| YTD | +72.0% | +12.3% | +59.6% | +47.6% |
| 1Y | +68.0% | +15.8% | +52.2% | +38.6% |
| 3Y | +149.5% | +56.5% | +93.0% | +35.7% |
| 5Y | +125.6% | +35.1% | +90.4% | +44.1% |
| 10Y | +583.1% | +167.4% | +415.7% | +55.7% |
| All | +19,285.3% | +2,262.7% | +17,022.7% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling