+62.1%
NTAP vs NUE
+85.4%
-23.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.6% | +7.0% | +8.1% |
| 7D | +7.4% | -0.6% | +8.0% | +7.6% |
| 30D | -1.4% | -4.6% | +3.2% | -0.2% |
| 3M | +24.6% | -0.3% | +24.9% | +24.9% |
| 6M | +105.9% | +51.9% | +54.0% | +82.4% |
| YTD | +88.5% | +60.0% | +28.5% | +65.0% |
| 1Y | +62.1% | +82.9% | -20.8% | +34.9% |
| All | +62.1% | +85.4% | -23.3% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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