+153.5%
NTAP vs TRMB
+13.0%
+140.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.4% |
| 7D | +3.3% | -0.3% | +3.5% | +3.4% |
| 30D | -0.2% | -1.2% | +1.0% | 0.0% |
| 3M | +11.4% | +9.6% | +1.8% | +5.7% |
| 6M | +88.7% | -16.1% | +104.8% | +103.6% |
| YTD | +78.9% | -25.0% | +103.9% | +103.7% |
| 1Y | +58.8% | -27.7% | +86.5% | +83.7% |
| 3Y | +153.5% | +15.3% | +138.2% | +141.3% |
| All | +153.5% | +13.0% | +140.5% | +141.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling