+576.6%
NTAP vs MSCI
+799.4%
-222.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.2% | +3.7% |
| 7D | -5.0% | +1.5% | -6.4% | -5.5% |
| 30D | -25.8% | +14.4% | -40.1% | -29.9% |
| 3M | -6.9% | +15.2% | -22.1% | -12.5% |
| 6M | +50.0% | +11.2% | +38.8% | +41.5% |
| YTD | +66.9% | +13.9% | +53.0% | +54.8% |
| 1Y | +58.3% | +12.5% | +45.7% | +47.3% |
| 3Y | +145.1% | +32.3% | +112.8% | +107.0% |
| 5Y | +114.2% | +4.9% | +109.3% | +94.0% |
| 10Y | +576.6% | +779.7% | -203.1% | +114.4% |
| All | +576.6% | +799.4% | -222.8% | +114.4% |
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