+74.5%
UBER vs NTAP
+227.9%
-153.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | -4.5% | -1.0% | -3.5% | -4.2% |
| 30D | -7.6% | -7.5% | -0.1% | -5.5% |
| 3M | +5.8% | +14.6% | -8.9% | 0.0% |
| 6M | +0.3% | +91.0% | -90.7% | -23.3% |
| YTD | -11.2% | +73.7% | -84.9% | -30.1% |
| 1Y | -23.0% | +51.2% | -74.2% | -36.1% |
| 3Y | +53.6% | +146.1% | -92.5% | -0.6% |
| 5Y | +81.9% | +122.8% | -40.9% | +20.3% |
| All | +74.5% | +227.9% | -153.3% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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