+58.9%
NTAP vs SEI
+105.8%
-46.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.3% |
| 7D | -0.8% | +10.2% | -11.0% | -1.9% |
| 30D | -0.5% | -1.0% | +0.5% | -0.5% |
| 3M | +4.1% | -27.9% | +32.0% | +7.6% |
| 6M | +88.0% | +10.4% | +77.6% | +82.5% |
| YTD | +75.6% | +20.1% | +55.4% | +66.7% |
| 1Y | +58.9% | +109.7% | -50.8% | +47.6% |
| All | +58.9% | +105.8% | -46.9% | +47.6% |
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