+62.1%
NTAP vs SU
+67.3%
-5.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.1% | +8.7% | +8.6% |
| 7D | +7.4% | +2.2% | +5.1% | +7.1% |
| 30D | -1.4% | +8.4% | -9.8% | -2.3% |
| 3M | +24.6% | +12.1% | +12.5% | +22.7% |
| 6M | +105.9% | +19.7% | +86.2% | +98.9% |
| YTD | +88.5% | +58.4% | +30.1% | +76.3% |
| 1Y | +62.1% | +67.2% | -5.1% | +48.1% |
| All | +62.1% | +67.3% | -5.2% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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