+124.8%
NTAP vs GRMN
+75.7%
+49.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.1% | -1.9% |
| 7D | +2.2% | -1.4% | +3.6% | +2.7% |
| 30D | -7.0% | -13.1% | +6.1% | -2.2% |
| 3M | +12.3% | +14.9% | -2.6% | +5.6% |
| 6M | +85.1% | +13.1% | +72.0% | +74.2% |
| YTD | +74.8% | +35.3% | +39.5% | +52.3% |
| 1Y | +52.7% | +16.0% | +36.7% | +41.0% |
| 3Y | +147.7% | +179.6% | -31.9% | +44.7% |
| 5Y | +124.8% | +75.0% | +49.8% | +54.3% |
| All | +124.8% | +75.7% | +49.1% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling