+358.3%
DELL vs NTAP
+63.1%
+295.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.5% | +3.4% | +2.6% |
| 7D | +8.2% | +7.4% | +0.9% | +0.3% |
| 30D | +17.1% | -1.4% | +18.5% | +19.0% |
| 3M | +45.2% | +24.6% | +20.6% | +13.3% |
| 6M | +286.8% | +105.9% | +180.9% | +87.3% |
| YTD | +354.8% | +88.5% | +266.3% | +137.0% |
| 1Y | +358.3% | +62.1% | +296.2% | +178.1% |
| All | +358.3% | +63.1% | +295.1% | +178.1% |
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