+19,691.7%
NTAP vs GD
+4,446.2%
+15,245.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +1.1% |
| 7D | -0.8% | -5.3% | +4.5% | +2.2% |
| 30D | -0.5% | -6.4% | +5.9% | +3.2% |
| 3M | +4.1% | +5.7% | -1.6% | +0.5% |
| 6M | +88.0% | -0.9% | +88.9% | +87.0% |
| YTD | +75.6% | +8.2% | +67.4% | +66.0% |
| 1Y | +58.9% | +13.4% | +45.5% | +46.1% |
| 3Y | +153.6% | +68.5% | +85.1% | +83.0% |
| 5Y | +127.6% | +97.2% | +30.5% | +48.3% |
| 10Y | +580.4% | +190.2% | +390.2% | +250.1% |
| All | +19,691.7% | +4,446.2% | +15,245.5% | +3,056.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 all: compounded portfolio wealth divided by compounded GD 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…
all analysis · Full analysis span regression · 6 months rolling