+569.6%
NTAP vs RACE
+793.9%
-224.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.8% |
| 7D | -0.8% | -2.5% | +1.8% | +0.2% |
| 30D | -0.5% | +0.8% | -1.3% | -1.1% |
| 3M | +4.1% | +17.2% | -13.1% | -2.9% |
| 6M | +88.0% | +13.6% | +74.4% | +75.9% |
| YTD | +75.6% | +12.2% | +63.4% | +64.2% |
| 1Y | +58.9% | -16.3% | +75.2% | +66.6% |
| 3Y | +153.6% | +36.4% | +117.1% | +105.3% |
| 5Y | +127.6% | +95.0% | +32.7% | +51.8% |
| All | +569.6% | +793.9% | -224.3% | +134.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling