+18,003.8%
NTAP vs SUI
+2,858.8%
+15,145.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | +0.7% | -10.4% | -10.0% |
| 7D | -22.5% | +8.8% | -31.2% | -25.2% |
| 30D | -25.7% | +8.9% | -34.6% | -28.6% |
| 3M | -9.0% | +2.0% | -11.1% | -10.6% |
| 6M | +49.2% | -0.6% | +49.8% | +47.3% |
| YTD | +60.6% | +1.3% | +59.3% | +57.0% |
| 1Y | +48.7% | +1.3% | +47.4% | +45.3% |
| 3Y | +135.6% | +16.3% | +119.3% | +110.8% |
| 5Y | +107.8% | -25.1% | +132.8% | +119.4% |
| 10Y | +609.4% | +121.1% | +488.3% | +334.0% |
| All | +18,003.8% | +2,858.8% | +15,145.0% | +4,826.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling