+579.4%
NTAP vs NDAQ
+472.7%
+106.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +2.1% |
| 7D | +9.9% | +1.7% | +8.2% | +8.9% |
| 30D | -22.1% | +16.2% | -38.4% | -28.1% |
| 3M | -7.7% | +14.0% | -21.7% | -14.1% |
| 6M | +60.9% | +22.3% | +38.7% | +43.5% |
| YTD | +76.4% | +13.0% | +63.4% | +62.9% |
| 1Y | +69.3% | +24.0% | +45.3% | +48.5% |
| 3Y | +154.6% | +117.1% | +37.5% | +63.2% |
| 5Y | +131.4% | +67.5% | +63.9% | +67.3% |
| All | +579.4% | +472.7% | +106.7% | +123.6% |
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