+124.8%
NTAP vs SEI
+1,021.5%
-896.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.8% | -8.1% | -3.0% |
| 7D | +2.2% | +28.2% | -26.0% | -0.9% |
| 30D | -7.0% | +15.5% | -22.5% | -8.9% |
| 3M | +12.3% | -1.4% | +13.7% | +11.3% |
| 6M | +85.1% | +37.4% | +47.7% | +75.3% |
| YTD | +74.8% | +47.8% | +26.9% | +63.0% |
| 1Y | +52.7% | +174.3% | -121.6% | +31.4% |
| 3Y | +147.7% | +598.5% | -450.8% | +81.8% |
| 5Y | +124.8% | +1,026.2% | -901.4% | +47.2% |
| All | +124.8% | +1,021.5% | -896.8% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling