+68.4%
NTAP vs MSCI
+15.9%
+52.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.3% | +4.0% |
| 7D | -2.4% | -1.9% | -0.5% | -2.3% |
| 30D | -23.4% | +16.5% | -39.9% | -24.0% |
| 3M | -7.5% | +18.2% | -25.7% | -8.4% |
| 6M | +56.4% | +14.0% | +42.4% | +54.2% |
| YTD | +73.6% | +16.6% | +57.0% | +75.1% |
| 1Y | +68.4% | +14.8% | +53.6% | +74.4% |
| All | +68.4% | +15.9% | +52.5% | +74.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling