+579.4%
NTAP vs TECH
+187.7%
+391.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | +9.9% | +0.2% | +9.6% | +9.8% |
| 30D | -22.1% | +0.5% | -22.6% | -22.3% |
| 3M | -7.7% | +1.0% | -8.7% | -8.0% |
| 6M | +60.9% | +54.1% | +6.9% | +38.4% |
| YTD | +76.4% | +24.4% | +52.0% | +60.2% |
| 1Y | +69.3% | +19.3% | +50.0% | +55.8% |
| 3Y | +154.6% | +28.5% | +126.1% | +113.6% |
| 5Y | +131.4% | -41.0% | +172.4% | +157.8% |
| All | +579.4% | +187.7% | +391.7% | +222.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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