+153.5%
NTAP vs AEIS
+173.5%
-20.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.8% | -0.9% | +1.1% |
| 7D | +3.3% | +8.1% | -4.9% | +1.0% |
| 30D | -0.2% | -11.1% | +10.9% | +2.7% |
| 3M | +11.4% | -5.6% | +17.0% | +10.3% |
| 6M | +88.7% | -0.6% | +89.3% | +78.0% |
| YTD | +78.9% | +38.0% | +40.9% | +45.4% |
| 1Y | +58.8% | +87.2% | -28.4% | +11.5% |
| 3Y | +153.5% | +179.7% | -26.1% | +42.5% |
| All | +153.5% | +173.5% | -20.0% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling