+19,285.3%
NTAP vs PEG
+1,934.3%
+17,351.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -4.0% | -3.1% |
| 7D | +7.2% | +4.5% | +2.7% | +5.5% |
| 30D | -18.4% | +7.5% | -25.9% | -20.7% |
| 3M | -11.3% | +0.8% | -12.2% | -11.8% |
| 6M | +53.8% | 0.0% | +53.7% | +52.8% |
| YTD | +72.0% | -3.0% | +75.0% | +72.1% |
| 1Y | +68.0% | -4.7% | +72.8% | +69.2% |
| 3Y | +149.5% | +36.5% | +113.0% | +117.2% |
| 5Y | +125.6% | +44.4% | +81.2% | +89.8% |
| 10Y | +583.1% | +170.2% | +412.9% | +342.6% |
| All | +19,285.3% | +1,934.3% | +17,351.0% | +8,940.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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