+131.1%
NTAP vs NDAQ
+55.8%
+75.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.9% |
| 7D | -0.8% | -2.4% | +1.7% | +0.3% |
| 30D | -0.5% | +2.5% | -3.0% | -1.5% |
| 3M | +4.1% | +9.9% | -5.9% | -0.6% |
| 6M | +88.0% | +9.4% | +78.5% | +79.7% |
| YTD | +75.6% | +0.4% | +75.2% | +74.1% |
| 1Y | +58.9% | +4.0% | +54.9% | +54.7% |
| 3Y | +153.6% | +94.4% | +59.2% | +87.3% |
| All | +131.1% | +55.8% | +75.2% | +77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling