+19,691.7%
NTAP vs SMTC
+4,778.8%
+14,912.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.2% | -9.1% | -3.7% |
| 7D | -0.8% | +12.7% | -13.5% | -5.8% |
| 30D | -0.5% | +22.0% | -22.5% | -10.4% |
| 3M | +4.1% | -12.7% | +16.7% | +4.4% |
| 6M | +88.0% | +64.8% | +23.2% | +37.4% |
| YTD | +75.6% | +100.7% | -25.1% | +16.6% |
| 1Y | +58.9% | +146.9% | -88.0% | -5.8% |
| 3Y | +153.6% | +456.8% | -303.2% | -21.1% |
| 5Y | +127.6% | +89.2% | +38.4% | +6.5% |
| 10Y | +580.4% | +426.9% | +153.5% | +67.2% |
| All | +19,691.7% | +4,778.8% | +14,912.9% | +2,663.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling