+58.9%
NTAP vs S
+38.4%
+20.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +8.0% | -4.0% | +2.3% |
| 7D | -5.0% | +1.6% | -6.5% | -5.2% |
| 30D | -25.8% | -10.5% | -15.3% | -24.4% |
| 3M | -6.9% | +9.9% | -16.8% | -8.1% |
| 6M | +50.0% | +41.8% | +8.2% | +39.4% |
| YTD | +66.9% | +56.8% | +10.1% | +48.0% |
| All | +58.9% | +38.4% | +20.6% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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