+68.0%
NTAP vs SBAC
-2.9%
+71.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.6% |
| 7D | +7.2% | +0.6% | +6.6% | +7.2% |
| 30D | -18.4% | +5.5% | -23.9% | -18.5% |
| 3M | -11.3% | +3.1% | -14.4% | -11.4% |
| 6M | +53.8% | -7.0% | +60.8% | +54.1% |
| YTD | +72.0% | +0.5% | +71.5% | +69.8% |
| 1Y | +68.0% | +0.2% | +67.8% | +66.2% |
| All | +68.0% | -2.9% | +71.0% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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