+131.4%
NTAP vs SEI
+867.5%
-736.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +9.9% | +27.6% | -17.7% | +6.2% |
| 30D | -22.1% | -17.1% | -5.0% | -20.7% |
| 3M | -7.7% | +4.6% | -12.3% | -8.9% |
| 6M | +60.9% | -15.1% | +76.0% | +61.4% |
| YTD | +76.4% | +41.2% | +35.3% | +64.8% |
| 1Y | +69.3% | +37.5% | +31.8% | +58.3% |
| 3Y | +154.6% | +693.7% | -539.0% | +84.9% |
| 5Y | +131.4% | +901.7% | -770.3% | +55.7% |
| All | +131.4% | +867.5% | -736.1% | +55.7% |
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