+143.3%
DELL vs NTAP
+66.6%
+76.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.6% | -7.2% | -7.0% |
| 7D | -24.6% | -16.1% | -8.5% | -7.7% |
| 30D | -32.5% | -15.9% | -16.5% | -17.0% |
| 3M | -20.2% | -1.2% | -19.0% | -18.4% |
| 6M | +76.5% | +70.1% | +6.4% | +1.5% |
| YTD | +198.9% | +77.9% | +121.0% | +62.8% |
| 1Y | +143.3% | +68.1% | +75.2% | +41.2% |
| All | +143.3% | +66.6% | +76.7% | +41.2% |
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