+19,691.7%
NTAP vs NI
+1,901.0%
+17,790.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.4% |
| 7D | -0.8% | +2.0% | -2.8% | -1.6% |
| 30D | -0.5% | -3.5% | +3.0% | +1.0% |
| 3M | +4.1% | -9.1% | +13.2% | +8.2% |
| 6M | +88.0% | -11.8% | +99.8% | +97.1% |
| YTD | +75.6% | +1.1% | +74.5% | +73.1% |
| 1Y | +58.9% | +6.7% | +52.2% | +52.5% |
| 3Y | +153.6% | +71.1% | +82.5% | +92.6% |
| 5Y | +127.6% | +94.3% | +33.3% | +59.8% |
| 10Y | +580.4% | +135.8% | +444.6% | +309.0% |
| All | +19,691.7% | +1,901.0% | +17,790.8% | +3,302.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling