+19,601.1%
NTAP vs SU
+7,139.7%
+12,461.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.8% |
| 7D | +2.2% | +1.6% | +0.6% | +1.7% |
| 30D | -7.0% | +10.7% | -17.8% | -9.9% |
| 3M | +12.3% | +13.5% | -1.2% | +7.6% |
| 6M | +85.1% | +21.8% | +63.3% | +73.0% |
| YTD | +74.8% | +58.8% | +15.9% | +50.5% |
| 1Y | +52.7% | +72.0% | -19.4% | +28.0% |
| 3Y | +147.7% | +121.7% | +25.9% | +89.2% |
| 5Y | +124.8% | +350.4% | -225.6% | +33.0% |
| 10Y | +589.7% | +264.7% | +325.0% | +303.5% |
| All | +19,601.1% | +7,139.7% | +12,461.4% | +7,115.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling