+6,239.5%
NTAP vs AEE
+813.9%
+5,425.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | +0.1% | +0.1% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | -0.5% | -2.3% | +1.7% | +0.3% |
| 3M | +4.1% | +0.2% | +3.9% | +3.5% |
| 6M | +88.0% | -4.7% | +92.7% | +90.1% |
| YTD | +75.6% | +8.1% | +67.5% | +68.9% |
| 1Y | +58.9% | +8.5% | +50.4% | +52.2% |
| 3Y | +153.6% | +48.9% | +104.7% | +110.1% |
| 5Y | +127.6% | +39.9% | +87.7% | +90.8% |
| 10Y | +580.4% | +186.5% | +393.8% | +306.9% |
| All | +6,239.5% | +813.9% | +5,425.7% | +2,788.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling