+488.4%
NTAP vs SEI
+507.3%
-18.9%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.5% |
| 7D | -0.8% | +10.2% | -11.0% | -2.4% |
| 30D | -0.5% | -1.0% | +0.5% | -0.6% |
| 3M | +4.1% | -27.9% | +32.0% | +8.4% |
| 6M | +88.0% | +10.4% | +77.6% | +80.4% |
| YTD | +75.6% | +20.1% | +55.4% | +64.6% |
| 1Y | +58.9% | +109.7% | -50.8% | +33.4% |
| 3Y | +153.6% | +458.6% | -305.1% | +60.0% |
| 5Y | +127.6% | +775.3% | -647.6% | +20.4% |
| All | +488.4% | +507.3% | -18.9% | +208.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling