+68.0%
NTAP vs SUI
-3.0%
+71.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.5% | -2.2% |
| 7D | +7.2% | -1.5% | +8.7% | +6.7% |
| 30D | -18.4% | +3.7% | -22.1% | -17.2% |
| 3M | -11.3% | -0.4% | -10.9% | -10.2% |
| 6M | +53.8% | -2.8% | +56.5% | +56.1% |
| YTD | +72.0% | -1.6% | +73.6% | +74.4% |
| 1Y | +68.0% | -2.1% | +70.1% | +71.8% |
| All | +68.0% | -3.0% | +71.0% | +71.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling