+569.6%
NTAP vs SUI
+108.4%
+461.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | -0.8% | -2.8% | +2.1% | -0.1% |
| 30D | -0.5% | -1.2% | +0.6% | -0.3% |
| 3M | +4.1% | -1.7% | +5.8% | +4.2% |
| 6M | +88.0% | -10.5% | +98.4% | +92.6% |
| YTD | +75.6% | -1.8% | +77.4% | +75.5% |
| 1Y | +58.9% | -4.1% | +63.0% | +59.6% |
| 3Y | +153.6% | +11.3% | +142.3% | +138.8% |
| 5Y | +127.6% | -32.1% | +159.8% | +145.7% |
| All | +569.6% | +108.4% | +461.3% | +476.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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