+58.8%
NTAP vs ALB
+59.9%
-1.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.5% |
| 7D | +3.3% | -4.4% | +7.7% | +3.9% |
| 30D | -0.2% | -1.2% | +1.0% | -0.2% |
| 3M | +11.4% | -13.3% | +24.7% | +13.1% |
| 6M | +88.7% | -19.8% | +108.4% | +92.4% |
| YTD | +78.9% | -7.9% | +86.9% | +80.1% |
| 1Y | +58.8% | +60.2% | -1.3% | +54.0% |
| All | +58.8% | +59.9% | -1.0% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling