+590.2%
NTAP vs THC
+952.2%
-362.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.3% |
| 7D | +3.3% | -2.6% | +5.8% | +3.7% |
| 30D | -0.2% | -1.2% | +1.0% | 0.0% |
| 3M | +11.4% | +58.9% | -47.5% | +2.3% |
| 6M | +88.7% | +9.3% | +79.3% | +84.1% |
| YTD | +78.9% | +30.4% | +48.6% | +68.4% |
| 1Y | +58.8% | +34.6% | +24.2% | +48.2% |
| 3Y | +153.5% | +246.7% | -93.1% | +96.5% |
| 5Y | +136.7% | +244.5% | -107.8% | +77.7% |
| 10Y | +590.2% | +950.1% | -359.9% | +319.9% |
| All | +590.2% | +952.2% | -362.0% | +319.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling