+38.9%
UNP vs NTAP
+70.2%
-31.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.7% |
| 7D | +2.1% | +9.9% | -7.8% | +1.9% |
| 30D | +7.7% | -22.1% | +29.9% | +8.0% |
| 3M | +4.0% | -7.7% | +11.7% | +3.8% |
| 6M | +15.7% | +60.9% | -45.3% | +10.6% |
| YTD | +33.5% | +76.4% | -42.9% | +25.1% |
| 1Y | +38.9% | +69.3% | -30.4% | +30.3% |
| All | +38.9% | +70.2% | -31.3% | +30.3% |
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