+406.8%
NTAP vs OPEN
-70.7%
+477.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.6% |
| 3M | +4.1% | -36.4% | +40.4% | +7.1% |
| 6M | +88.0% | -35.5% | +123.4% | +92.7% |
| YTD | +75.6% | -46.0% | +121.5% | +81.5% |
| 1Y | +58.9% | -47.1% | +106.1% | +59.7% |
| 3Y | +153.6% | -19.0% | +172.6% | +124.6% |
| 5Y | +127.6% | -83.6% | +211.2% | +103.2% |
| All | +406.8% | -70.7% | +477.5% | +367.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling