+570.8%
NTAP vs MSI
+670.3%
-99.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -7.8% | +7.4% | -15.2% | -11.0% |
| 30D | -25.8% | +18.7% | -44.5% | -31.9% |
| 3M | -11.2% | +14.5% | -25.7% | -17.3% |
| 6M | +49.9% | +38.1% | +11.8% | +26.4% |
| YTD | +66.9% | +38.7% | +28.1% | +37.8% |
| 1Y | +58.8% | +35.4% | +23.4% | +32.8% |
| 3Y | +140.8% | +75.1% | +65.7% | +70.8% |
| 5Y | +115.0% | +126.4% | -11.4% | +29.0% |
| 10Y | +570.8% | +671.4% | -100.6% | +121.5% |
| All | +570.8% | +670.3% | -99.5% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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