+62.1%
NTAP vs EQH
+3.9%
+58.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.4% | +7.1% | +8.2% |
| 7D | +7.4% | +0.7% | +6.7% | +7.2% |
| 30D | -1.4% | +2.8% | -4.2% | -2.0% |
| 3M | +24.6% | +23.1% | +1.5% | +18.9% |
| 6M | +105.9% | +41.4% | +64.5% | +88.0% |
| YTD | +88.5% | +14.3% | +74.3% | +83.8% |
| 1Y | +62.1% | +1.6% | +60.5% | +59.5% |
| All | +62.1% | +3.9% | +58.2% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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