+576.6%
NTAP vs RACE
+738.3%
-161.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +3.8% |
| 7D | -5.0% | +3.9% | -8.9% | -6.3% |
| 30D | -25.8% | +7.4% | -33.2% | -27.8% |
| 3M | -6.9% | +1.6% | -8.5% | -7.8% |
| 6M | +50.0% | +23.3% | +26.7% | +36.5% |
| YTD | +66.9% | +14.7% | +52.3% | +54.7% |
| 1Y | +58.3% | +2.5% | +55.7% | +53.5% |
| 3Y | +145.1% | +28.0% | +117.2% | +105.5% |
| 5Y | +114.2% | +69.8% | +44.4% | +53.3% |
| 10Y | +576.6% | +734.9% | -158.3% | +200.7% |
| All | +576.6% | +738.3% | -161.7% | +200.7% |
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 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