+1,147.1%
GE vs NTAP
+23,420.6%
-22,273.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -1.6% | -0.8% | -0.8% | -1.5% |
| 30D | -11.6% | -0.5% | -11.0% | -11.5% |
| 3M | +3.0% | +4.1% | -1.1% | +1.9% |
| 6M | -0.5% | +88.0% | -88.5% | -12.7% |
| YTD | +9.7% | +75.6% | -65.8% | -2.7% |
| 1Y | +20.0% | +58.9% | -38.9% | +8.3% |
| 3Y | +275.8% | +153.6% | +122.3% | +207.5% |
| 5Y | +429.1% | +127.6% | +301.4% | +339.9% |
| 10Y | +151.2% | +580.4% | -429.2% | +69.6% |
| All | +1,147.1% | +23,420.6% | -22,273.6% | +376.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling