+58.8%
NTAP vs RF
+19.4%
+39.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.2% |
| 7D | -7.8% | +0.3% | -8.1% | -7.8% |
| 30D | -25.8% | +6.2% | -32.0% | -27.1% |
| 3M | -11.2% | -7.8% | -3.4% | -8.5% |
| 6M | +49.9% | +5.9% | +44.0% | +46.5% |
| YTD | +66.9% | +9.0% | +57.8% | +59.5% |
| 1Y | +58.8% | +19.3% | +39.6% | +42.6% |
| All | +58.8% | +19.4% | +39.4% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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