-49.5%
ORCL vs NTAP
+66.6%
-116.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.2% |
| 7D | -14.4% | -16.1% | +1.7% | -6.9% |
| 30D | -12.8% | -15.9% | +3.1% | -5.2% |
| 3M | -14.8% | -1.2% | -13.5% | -14.1% |
| 6M | -30.9% | +70.1% | -100.9% | -45.2% |
| YTD | -35.7% | +77.9% | -113.6% | -50.5% |
| 1Y | -49.5% | +68.1% | -117.6% | -59.9% |
| All | -49.5% | +66.6% | -116.1% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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