+69.3%
NTAP vs IRM
+16.9%
+52.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +0.8% |
| 7D | +9.9% | +8.6% | +1.3% | +6.1% |
| 30D | -22.1% | 0.0% | -22.1% | -21.8% |
| 3M | -7.7% | -7.1% | -0.5% | -5.5% |
| 6M | +60.9% | -7.9% | +68.8% | +64.8% |
| YTD | +76.4% | +41.3% | +35.1% | +57.9% |
| 1Y | +69.3% | +20.7% | +48.6% | +60.3% |
| All | +69.3% | +16.9% | +52.5% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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