+1,177.6%
NTAP vs SPXU
-100.0%
+1,277.6%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -2.0% |
| 7D | +7.2% | -7.6% | +14.8% | +4.2% |
| 30D | -18.4% | +5.3% | -23.7% | -15.4% |
| 3M | -11.3% | +9.6% | -21.0% | -6.2% |
| 6M | +53.8% | -4.5% | +58.3% | +56.0% |
| YTD | +72.0% | -25.9% | +97.8% | +60.8% |
| 1Y | +68.0% | -28.9% | +96.9% | +55.2% |
| 3Y | +149.5% | -80.5% | +229.9% | +58.6% |
| 5Y | +125.6% | -83.4% | +209.0% | +60.4% |
| 10Y | +583.1% | -99.5% | +682.6% | +88.1% |
| All | +1,177.6% | -100.0% | +1,277.6% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling