+791.9%
CDE vs NTAP
+165.5%
+626.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.5% | -7.4% | -1.5% |
| 7D | -3.1% | +7.4% | -10.5% | -5.4% |
| 30D | +9.5% | -1.4% | +10.8% | +9.4% |
| 3M | +25.5% | +24.6% | +0.9% | +15.1% |
| 6M | -7.9% | +105.9% | -113.8% | -31.4% |
| YTD | +15.6% | +88.5% | -73.0% | -11.0% |
| 1Y | +34.0% | +62.1% | -28.0% | +9.8% |
| 3Y | +791.9% | +169.1% | +622.9% | +475.4% |
| All | +791.9% | +165.5% | +626.4% | +475.4% |
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