+136.7%
NTAP vs TECH
-41.8%
+178.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +3.3% | +0.2% | +3.1% | +3.2% |
| 30D | -0.2% | +0.1% | -0.3% | -0.2% |
| 3M | +11.4% | +37.5% | -26.1% | +1.8% |
| 6M | +88.7% | +34.6% | +54.1% | +71.5% |
| YTD | +78.9% | +23.5% | +55.4% | +66.3% |
| 1Y | +58.8% | +34.4% | +24.4% | +43.4% |
| 3Y | +153.5% | +2.3% | +151.3% | +137.2% |
| 5Y | +136.7% | -41.7% | +178.5% | +147.9% |
| All | +136.7% | -41.8% | +178.5% | +147.9% |
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