+589.7%
NTAP vs TRMB
+113.5%
+476.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.2% |
| 7D | +2.2% | -2.9% | +5.1% | +3.6% |
| 30D | -7.0% | -1.8% | -5.3% | -6.6% |
| 3M | +12.3% | +8.4% | +3.9% | +7.2% |
| 6M | +85.1% | -18.5% | +103.6% | +101.4% |
| YTD | +74.8% | -26.7% | +101.5% | +99.5% |
| 1Y | +52.7% | -28.3% | +81.0% | +75.8% |
| 3Y | +147.7% | +12.6% | +135.1% | +127.2% |
| 5Y | +124.8% | -38.7% | +163.5% | +163.6% |
| 10Y | +589.7% | +120.8% | +468.9% | +347.3% |
| All | +589.7% | +113.5% | +476.2% | +347.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling