+58.9%
NTAP vs OPEN
-38.6%
+97.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | -0.8% | -4.3% | +3.5% | -0.5% |
| 30D | -0.5% | -16.2% | +15.7% | +0.3% |
| 3M | +4.1% | -36.4% | +40.4% | +6.3% |
| 6M | +88.0% | -35.5% | +123.4% | +91.4% |
| YTD | +75.6% | -46.0% | +121.5% | +79.6% |
| 1Y | +58.9% | -47.1% | +106.1% | +62.1% |
| All | +58.9% | -38.6% | +97.5% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling