+381.6%
NTAP vs OPEN
-87.8%
+469.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.1% | +7.0% | +0.5% |
| 7D | -7.8% | -24.7% | +17.0% | -6.1% |
| 30D | -25.8% | -41.0% | +15.2% | -23.3% |
| 3M | -11.2% | -62.4% | +51.1% | -5.4% |
| 6M | +49.9% | -73.9% | +123.8% | +63.4% |
| YTD | +66.9% | -77.5% | +144.4% | +82.7% |
| 1Y | +58.8% | -83.6% | +142.4% | +77.1% |
| 3Y | +140.8% | -37.0% | +177.8% | +115.4% |
| 5Y | +115.0% | -93.3% | +208.3% | +103.8% |
| All | +381.6% | -87.8% | +469.4% | +370.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling