+114.2%
NTAP vs OPEN
-93.7%
+207.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +4.0% |
| 7D | -5.0% | -21.7% | +16.7% | -3.4% |
| 30D | -25.8% | -36.5% | +10.7% | -23.5% |
| 3M | -6.9% | -59.5% | +52.7% | -0.8% |
| 6M | +50.0% | -71.9% | +121.9% | +63.7% |
| YTD | +66.9% | -75.8% | +142.8% | +83.0% |
| 1Y | +58.3% | -78.5% | +136.8% | +74.1% |
| 3Y | +145.1% | -30.2% | +175.3% | +113.1% |
| 5Y | +114.2% | -93.3% | +207.5% | +103.1% |
| All | +114.2% | -93.7% | +207.9% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling