+1,784.6%
BE vs NTAP
+153.4%
+1,631.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.9% | +7.7% | +8.6% |
| 7D | +29.8% | +3.3% | +26.5% | +27.8% |
| 30D | +26.4% | -0.2% | +26.6% | +26.3% |
| 3M | +9.3% | +11.4% | -2.1% | +2.9% |
| 6M | +105.1% | +88.7% | +16.4% | +36.4% |
| YTD | +219.0% | +78.9% | +140.1% | +117.2% |
| 1Y | +418.8% | +58.8% | +359.9% | +288.1% |
| 3Y | +1,784.6% | +153.5% | +1,631.0% | +880.5% |
| All | +1,784.6% | +153.4% | +1,631.1% | +880.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling