+568.7%
NTAP vs RUN
+43.4%
+525.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.4% |
| 7D | -1.0% | -3.4% | +2.4% | -0.6% |
| 30D | -7.5% | -14.0% | +6.5% | -6.0% |
| 3M | +14.6% | -27.5% | +42.1% | +18.3% |
| 6M | +91.0% | -29.0% | +120.0% | +97.0% |
| YTD | +73.7% | -53.1% | +126.8% | +85.3% |
| 1Y | +51.2% | -46.7% | +98.0% | +57.7% |
| 3Y | +146.1% | -38.3% | +184.4% | +118.7% |
| 5Y | +122.8% | -80.7% | +203.5% | +116.8% |
| All | +568.7% | +43.4% | +525.3% | +302.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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