+53.8%
NTAP vs NI
-0.8%
+54.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.1% | -2.5% |
| 7D | +7.2% | +4.3% | +2.9% | +7.7% |
| 30D | -18.4% | +12.4% | -30.7% | -16.6% |
| 3M | -11.3% | +10.2% | -21.5% | -10.3% |
| 6M | +53.8% | -0.8% | +54.6% | +49.0% |
| All | +53.8% | -0.8% | +54.5% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 6mo: compounded portfolio wealth divided by compounded NI 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…
6mo analysis · Full analysis span regression · 6 months rolling