+135.6%
NTAP vs MSCI
+33.6%
+102.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.4% |
| 7D | -15.1% | +2.8% | -17.9% | -15.6% |
| 30D | -28.1% | +15.4% | -43.5% | -30.6% |
| 3M | -11.4% | +13.4% | -24.9% | -14.3% |
| 6M | +52.2% | +10.9% | +41.3% | +46.9% |
| YTD | +60.4% | +13.0% | +47.4% | +53.5% |
| 1Y | +51.0% | +12.0% | +39.0% | +44.8% |
| 3Y | +135.6% | +34.1% | +101.5% | +113.1% |
| All | +135.6% | +33.6% | +102.0% | +113.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling