+62.1%
NTAP vs SOXQ
+98.3%
-36.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.8% | +6.8% | +8.0% |
| 7D | +7.4% | +0.8% | +6.6% | +7.2% |
| 30D | -1.4% | -4.6% | +3.2% | -0.1% |
| 3M | +24.6% | -10.2% | +34.7% | +27.1% |
| 6M | +105.9% | +49.7% | +56.2% | +70.9% |
| YTD | +88.5% | +67.2% | +21.3% | +48.1% |
| 1Y | +62.1% | +98.0% | -35.9% | +11.7% |
| All | +62.1% | +98.3% | -36.2% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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