+625.8%
NTAP vs SPXU
-99.6%
+725.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -2.4% | +11.0% | +7.6% |
| 7D | +7.4% | +2.5% | +4.9% | +8.5% |
| 30D | -1.4% | +4.2% | -5.6% | +0.4% |
| 3M | +24.6% | -9.3% | +33.8% | +21.1% |
| 6M | +105.9% | -30.7% | +136.6% | +82.5% |
| YTD | +88.5% | -28.1% | +116.7% | +71.1% |
| 1Y | +62.1% | -35.2% | +97.3% | +42.8% |
| 3Y | +169.1% | -79.9% | +249.0% | +71.5% |
| 5Y | +141.9% | -86.4% | +228.3% | +57.8% |
| All | +625.8% | -99.6% | +725.3% | +65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling