+19,691.7%
NTAP vs TECH
+5,756.3%
+13,935.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -0.5% | +0.7% | -1.2% | -0.8% |
| 3M | +4.1% | +36.3% | -32.3% | -8.5% |
| 6M | +88.0% | +25.6% | +62.4% | +67.4% |
| YTD | +75.6% | +23.7% | +51.9% | +56.7% |
| 1Y | +58.9% | +37.6% | +21.3% | +35.0% |
| 3Y | +153.6% | -6.6% | +160.2% | +136.4% |
| 5Y | +127.6% | -42.2% | +169.9% | +148.1% |
| 10Y | +580.4% | +187.6% | +392.8% | +274.8% |
| All | +19,691.7% | +5,756.3% | +13,935.4% | +3,995.1% |
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