+68.1%
NTAP vs SMTC
+70.8%
-2.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -12.9% | +11.3% | +0.6% |
| 7D | -16.1% | -24.5% | +8.4% | -12.1% |
| 30D | -15.9% | -42.5% | +26.5% | -8.9% |
| 3M | -1.2% | -14.1% | +12.8% | +1.3% |
| 6M | +70.1% | +3.6% | +66.5% | +65.3% |
| YTD | +77.9% | +50.6% | +27.4% | +59.1% |
| 1Y | +68.1% | +72.2% | -4.1% | +45.8% |
| All | +68.1% | +70.8% | -2.7% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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