+58.9%
NTAP vs RACE
-16.2%
+75.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.2% |
| 7D | -0.8% | -2.5% | +1.8% | -0.7% |
| 30D | -0.5% | +0.8% | -1.3% | -0.6% |
| 3M | +4.1% | +17.2% | -13.1% | +3.2% |
| 6M | +88.0% | +13.6% | +74.4% | +86.7% |
| YTD | +75.6% | +12.2% | +63.4% | +72.3% |
| 1Y | +58.9% | -16.3% | +75.2% | +58.7% |
| All | +58.9% | -16.2% | +75.1% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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