+576.6%
NTAP vs ALB
+38.2%
+538.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.1% |
| 7D | -5.0% | +9.5% | -14.4% | -7.3% |
| 30D | -25.8% | -2.1% | -23.6% | -25.5% |
| 3M | -6.9% | -24.1% | +17.3% | -0.8% |
| 6M | +50.0% | -51.0% | +101.0% | +77.8% |
| YTD | +66.9% | -29.3% | +96.3% | +76.6% |
| 1Y | +58.3% | +3.2% | +55.1% | +50.5% |
| 3Y | +145.1% | -9.3% | +154.5% | +118.1% |
| 5Y | +114.2% | -61.6% | +175.8% | +135.6% |
| 10Y | +576.6% | +40.8% | +535.8% | +315.0% |
| All | +576.6% | +38.2% | +538.3% | +315.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling