+10.9%
GE vs NTAP
+66.4%
-55.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.1% | -2.6% | +1.2% |
| 7D | +4.0% | -2.4% | +6.5% | +4.1% |
| 30D | +11.1% | -23.4% | +34.5% | +12.0% |
| 3M | -6.7% | -7.5% | +0.8% | -6.7% |
| 6M | +14.3% | +56.4% | -42.1% | +14.7% |
| YTD | +11.7% | +73.6% | -61.9% | +12.2% |
| 1Y | +10.9% | +68.4% | -57.5% | +9.6% |
| All | +10.9% | +66.4% | -55.5% | +9.6% |
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