+1,972.3%
NTAP vs NDAQ
+2,666.5%
-694.2%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | -7.8% | +2.9% | -10.6% | -8.5% |
| 30D | -25.8% | +17.5% | -43.3% | -29.5% |
| 3M | -11.2% | +15.4% | -26.7% | -15.3% |
| 6M | +49.9% | +24.6% | +25.3% | +39.2% |
| YTD | +66.9% | +14.4% | +52.4% | +58.5% |
| 1Y | +58.8% | +26.9% | +31.9% | +46.1% |
| 3Y | +140.8% | +119.8% | +21.0% | +87.0% |
| 5Y | +115.0% | +70.5% | +44.5% | +78.2% |
| 10Y | +570.8% | +475.8% | +95.0% | +292.1% |
| All | +1,972.3% | +2,666.5% | -694.2% | +708.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling