+51.2%
NTAP vs AEE
+9.0%
+42.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -1.0% |
| 7D | -1.0% | -0.7% | -0.3% | -1.2% |
| 30D | -7.5% | -2.0% | -5.5% | -8.1% |
| 3M | +14.6% | -2.8% | +17.5% | +13.5% |
| 6M | +91.0% | -3.6% | +94.6% | +89.8% |
| YTD | +73.7% | +7.3% | +66.4% | +77.1% |
| 1Y | +51.2% | +8.7% | +42.5% | +55.8% |
| All | +51.2% | +9.0% | +42.2% | +55.8% |
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