+18,718.9%
NTAP vs TECH
+5,788.7%
+12,930.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -25.9% |
| 3M | -6.9% | +0.9% | -7.7% | -7.2% |
| 6M | +50.0% | +51.0% | -1.0% | +26.7% |
| YTD | +66.9% | +24.4% | +42.6% | +48.7% |
| 1Y | +58.3% | +27.6% | +30.7% | +39.3% |
| 3Y | +145.1% | +29.9% | +115.2% | +101.6% |
| 5Y | +114.2% | -40.6% | +154.8% | +131.6% |
| 10Y | +576.6% | +196.7% | +379.8% | +268.4% |
| All | +18,718.9% | +5,788.7% | +12,930.2% | +3,785.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling