+61.8%
NTAP vs IRM
+11.1%
+50.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -7.8% | -5.1% | -2.7% | -5.6% |
| 30D | -25.8% | -3.3% | -22.5% | -24.5% |
| 3M | -11.2% | -8.2% | -3.1% | -8.4% |
| 6M | +49.9% | -12.8% | +62.7% | +56.4% |
| YTD | +66.9% | +36.6% | +30.3% | +52.6% |
| All | +61.8% | +11.1% | +50.7% | +59.0% |
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