+590.2%
NTAP vs MSCI
+594.9%
-4.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.8% | +5.7% | +3.4% |
| 7D | +3.3% | -2.1% | +5.3% | +4.1% |
| 30D | -0.2% | -1.7% | +1.5% | +0.4% |
| 3M | +11.4% | -8.2% | +19.6% | +14.1% |
| 6M | +88.7% | -2.4% | +91.1% | +88.1% |
| YTD | +78.9% | -2.8% | +81.7% | +77.5% |
| 1Y | +58.8% | -2.7% | +61.5% | +56.6% |
| 3Y | +153.5% | +7.3% | +146.2% | +133.9% |
| 5Y | +136.7% | -11.4% | +148.2% | +129.9% |
| 10Y | +590.2% | +605.8% | -15.6% | +133.0% |
| All | +590.2% | +594.9% | -4.7% | +133.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling