+124.8%
NTAP vs QID
-80.7%
+205.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.1% |
| 7D | +2.2% | -1.9% | +4.1% | +1.4% |
| 30D | -7.0% | +1.7% | -8.7% | -6.3% |
| 3M | +12.3% | -3.9% | +16.2% | +12.0% |
| 6M | +85.1% | -30.0% | +115.1% | +64.5% |
| YTD | +74.8% | -28.2% | +103.0% | +58.1% |
| 1Y | +52.7% | -35.6% | +88.3% | +33.5% |
| 3Y | +147.7% | -74.3% | +221.9% | +70.2% |
| 5Y | +124.8% | -80.8% | +205.6% | +56.1% |
| All | +124.8% | -80.7% | +205.5% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling