+114.2%
NTAP vs TECH
-41.1%
+155.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.1% | +4.0% | +4.0% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | -25.8% | +0.5% | -26.3% | -25.8% |
| 3M | -6.9% | +0.9% | -7.7% | -7.1% |
| 6M | +50.0% | +51.0% | -1.0% | +33.5% |
| YTD | +66.9% | +24.4% | +42.6% | +54.8% |
| 1Y | +58.3% | +27.6% | +30.7% | +45.5% |
| 3Y | +145.1% | +29.9% | +115.2% | +110.9% |
| 5Y | +114.2% | -40.6% | +154.8% | +121.7% |
| All | +114.2% | -41.1% | +155.3% | +121.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling