+68.1%
NTAP vs SPXU
-30.4%
+98.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | -4.0% |
| 7D | -16.1% | +2.2% | -18.3% | -14.9% |
| 30D | -15.9% | +3.8% | -19.7% | -13.8% |
| 3M | -1.2% | +3.3% | -4.5% | +1.3% |
| 6M | +70.1% | -16.7% | +86.8% | +62.5% |
| YTD | +77.9% | -28.6% | +106.6% | +67.4% |
| 1Y | +68.1% | -30.6% | +98.7% | +57.6% |
| All | +68.1% | -30.4% | +98.5% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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