+131.1%
NTAP vs MSCI
-6.7%
+137.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -0.5% | +0.6% | -1.1% | -0.8% |
| 3M | +4.1% | -7.1% | +11.2% | +5.9% |
| 6M | +88.0% | +0.8% | +87.1% | +85.4% |
| YTD | +75.6% | +1.0% | +74.6% | +72.2% |
| 1Y | +58.9% | +4.3% | +54.6% | +53.2% |
| 3Y | +153.6% | +9.9% | +143.6% | +135.3% |
| All | +131.1% | -6.7% | +137.8% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling