+62.1%
NTAP vs AEIS
+81.9%
-19.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +4.9% | +3.6% | +7.9% |
| 7D | +7.4% | +2.3% | +5.1% | +7.1% |
| 30D | -1.4% | -14.8% | +13.4% | +0.3% |
| 3M | +24.6% | -15.6% | +40.1% | +25.8% |
| 6M | +105.9% | -8.7% | +114.6% | +102.2% |
| YTD | +88.5% | +37.3% | +51.2% | +64.0% |
| 1Y | +62.1% | +80.3% | -18.2% | +27.9% |
| All | +62.1% | +81.9% | -19.8% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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