+68.1%
NTAP vs NDAQ
+28.8%
+39.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.6% | -4.2% | -2.1% |
| 7D | -16.1% | +3.9% | -20.0% | -16.7% |
| 30D | -15.9% | +19.0% | -34.9% | -19.2% |
| 3M | -1.2% | +17.6% | -18.8% | -4.8% |
| 6M | +70.1% | +21.0% | +49.1% | +63.4% |
| YTD | +77.9% | +14.1% | +63.9% | +79.4% |
| 1Y | +68.1% | +29.4% | +38.7% | +64.4% |
| All | +68.1% | +28.8% | +39.3% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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