+52.2%
NTAP vs SUI
-2.4%
+54.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | -1.0% |
| 7D | -15.1% | +6.2% | -21.3% | -11.5% |
| 30D | -28.1% | +8.6% | -36.7% | -24.0% |
| 3M | -11.4% | +1.0% | -12.4% | -9.0% |
| 6M | +52.2% | -2.6% | +54.8% | +57.0% |
| All | +52.2% | -2.4% | +54.6% | +57.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling