+68.1%
NTAP vs SIRI
+59.9%
+8.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +8.4% | -10.1% | -1.6% |
| 7D | -16.1% | +22.3% | -38.3% | -16.2% |
| 30D | -15.9% | +26.9% | -42.9% | -16.2% |
| 3M | -1.2% | +9.6% | -10.8% | -0.4% |
| 6M | +70.1% | +27.2% | +42.9% | +65.9% |
| YTD | +77.9% | +72.4% | +5.5% | +55.3% |
| 1Y | +68.1% | +59.9% | +8.2% | +53.3% |
| All | +68.1% | +59.9% | +8.3% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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