+68.0%
NTAP vs AEE
+12.0%
+56.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.2% |
| 7D | +7.2% | +1.7% | +5.5% | +7.8% |
| 30D | -18.4% | +9.7% | -28.1% | -16.0% |
| 3M | -11.3% | +5.9% | -17.2% | -9.9% |
| 6M | +53.8% | +6.7% | +47.1% | +57.5% |
| YTD | +72.0% | +17.4% | +54.6% | +79.2% |
| 1Y | +68.0% | +12.7% | +55.4% | +73.6% |
| All | +68.0% | +12.0% | +56.1% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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