+62.1%
NTAP vs QID
-34.8%
+96.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.8% | +10.3% | +7.8% |
| 7D | +7.4% | +1.3% | +6.1% | +8.0% |
| 30D | -1.4% | +2.9% | -4.3% | 0.0% |
| 3M | +24.6% | -0.7% | +25.3% | +25.9% |
| 6M | +105.9% | -29.7% | +135.6% | +83.0% |
| YTD | +88.5% | -27.9% | +116.4% | +71.5% |
| 1Y | +62.1% | -34.6% | +96.7% | +37.3% |
| All | +62.1% | -34.8% | +96.9% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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