+135.6%
NTAP vs SUI
+15.1%
+120.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | -0.2% |
| 7D | -15.1% | +6.2% | -21.3% | -14.9% |
| 30D | -28.1% | +8.6% | -36.7% | -28.1% |
| 3M | -11.4% | +1.0% | -12.4% | -11.2% |
| 6M | +52.2% | -2.6% | +54.8% | +53.0% |
| YTD | +60.4% | -0.1% | +60.5% | +60.9% |
| 1Y | +51.0% | +0.5% | +50.5% | +51.3% |
| 3Y | +135.6% | +15.3% | +120.3% | +121.5% |
| All | +135.6% | +15.1% | +120.4% | +121.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling