+569.8%
DELL vs NTAP
+124.7%
+445.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.5% | -4.6% | -4.6% |
| 7D | +4.9% | +7.2% | -2.3% | -1.8% |
| 30D | -32.1% | -18.4% | -13.7% | -15.5% |
| 3M | -30.2% | -11.3% | -18.9% | -19.7% |
| 6M | +41.7% | +53.8% | -12.1% | -2.1% |
| YTD | +176.6% | +72.0% | +104.6% | +72.5% |
| 1Y | +159.9% | +68.0% | +91.9% | +65.7% |
| 3Y | +388.0% | +149.5% | +238.5% | +118.7% |
| All | +569.8% | +124.7% | +445.1% | +209.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling