+124.8%
NTAP vs SMTC
+116.8%
+8.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.5% |
| 7D | +2.2% | +22.5% | -20.3% | -1.8% |
| 30D | -7.0% | +24.9% | -31.9% | -11.5% |
| 3M | +12.3% | +4.1% | +8.2% | +9.2% |
| 6M | +85.1% | +92.6% | -7.4% | +55.7% |
| YTD | +74.8% | +122.5% | -47.7% | +41.7% |
| 1Y | +52.7% | +166.2% | -113.5% | +18.1% |
| 3Y | +147.7% | +577.2% | -429.5% | +37.8% |
| 5Y | +124.8% | +119.0% | +5.8% | +74.1% |
| All | +124.8% | +116.8% | +8.0% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling