+149.4%
NTAP vs SPXU
-79.8%
+229.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -1.7% |
| 7D | +2.2% | +1.3% | +0.9% | +2.8% |
| 30D | -7.0% | +5.1% | -12.2% | -4.9% |
| 3M | +12.3% | -9.1% | +21.4% | +9.0% |
| 6M | +85.1% | -29.6% | +114.7% | +63.6% |
| YTD | +74.8% | -27.7% | +102.5% | +57.9% |
| 1Y | +52.7% | -37.0% | +89.6% | +31.7% |
| All | +149.4% | -79.8% | +229.2% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling