+58.9%
NTAP vs ALLY
+0.5%
+58.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.1% | +3.9% |
| 7D | -5.0% | -0.2% | -4.8% | -4.9% |
| 30D | -25.8% | +3.4% | -29.2% | -26.1% |
| 3M | -6.9% | -11.1% | +4.2% | -4.6% |
| 6M | +50.0% | -11.5% | +61.5% | +54.2% |
| YTD | +66.9% | -12.3% | +79.3% | +73.3% |
| All | +58.9% | +0.5% | +58.4% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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