+309.8%
BE vs NTAP
+63.1%
+246.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +8.5% | -1.9% | +3.3% |
| 7D | +9.0% | +7.4% | +1.7% | +6.1% |
| 30D | +16.3% | -1.4% | +17.6% | +16.6% |
| 3M | +10.8% | +24.6% | -13.8% | +1.8% |
| 6M | +73.2% | +105.9% | -32.7% | +20.3% |
| YTD | +217.4% | +88.5% | +128.8% | +139.0% |
| 1Y | +309.8% | +62.1% | +247.7% | +263.2% |
| All | +309.8% | +63.1% | +246.7% | +263.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling