+68.1%
NTAP vs SEI
+18.6%
+49.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -16.9% | +15.3% | +1.1% |
| 7D | -16.1% | -16.4% | +0.3% | -13.9% |
| 30D | -15.9% | -22.9% | +6.9% | -13.0% |
| 3M | -1.2% | -0.3% | -1.0% | -1.2% |
| 6M | +70.1% | -22.3% | +92.4% | +74.4% |
| YTD | +77.9% | +26.2% | +51.8% | +67.6% |
| 1Y | +68.1% | +8.2% | +59.9% | +63.1% |
| All | +68.1% | +18.6% | +49.6% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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