+145.1%
NTAP vs NDAQ
+117.2%
+27.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.8% | +3.6% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | -25.8% | +15.9% | -41.6% | -30.2% |
| 3M | -6.9% | +15.1% | -22.0% | -12.3% |
| 6M | +50.0% | +22.9% | +27.1% | +36.8% |
| YTD | +66.9% | +12.8% | +54.1% | +58.6% |
| 1Y | +58.3% | +26.0% | +32.2% | +41.4% |
| 3Y | +145.1% | +119.7% | +25.4% | +71.6% |
| All | +145.1% | +117.2% | +27.9% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling