+589.7%
NTAP vs NDAQ
+374.8%
+214.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.9% |
| 7D | +2.2% | -1.6% | +3.8% | +3.0% |
| 30D | -7.0% | -1.5% | -5.6% | -6.4% |
| 3M | +12.3% | +8.0% | +4.3% | +7.0% |
| 6M | +85.1% | +7.7% | +77.4% | +76.4% |
| YTD | +74.8% | -2.3% | +77.1% | +74.6% |
| 1Y | +52.7% | +0.6% | +52.1% | +49.8% |
| 3Y | +147.7% | +90.9% | +56.7% | +69.9% |
| 5Y | +124.8% | +52.5% | +72.3% | +70.2% |
| 10Y | +589.7% | +380.3% | +209.4% | +165.6% |
| All | +589.7% | +374.8% | +214.9% | +165.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling