+149.8%
NTAP vs SOXQ
+290.2%
-140.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.5% |
| 7D | +2.2% | +5.2% | -3.0% | -0.3% |
| 30D | -7.0% | -0.5% | -6.5% | -7.0% |
| 3M | +12.3% | -5.6% | +17.9% | +12.9% |
| 6M | +85.1% | +53.0% | +32.1% | +42.3% |
| YTD | +74.8% | +68.8% | +6.0% | +26.8% |
| 1Y | +52.7% | +105.7% | -53.1% | -1.1% |
| 3Y | +147.7% | +240.5% | -92.8% | +18.6% |
| 5Y | +124.8% | +266.8% | -142.0% | -1.1% |
| All | +149.8% | +290.2% | -140.4% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling