+52.7%
NTAP vs SYF
+4.8%
+47.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.9% |
| 7D | +2.2% | -1.3% | +3.5% | +2.6% |
| 30D | -7.0% | -1.1% | -6.0% | -6.8% |
| 3M | +12.3% | +7.4% | +4.9% | +9.5% |
| 6M | +85.1% | +16.2% | +68.9% | +73.8% |
| YTD | +74.8% | -6.1% | +80.9% | +77.8% |
| 1Y | +52.7% | +3.4% | +49.3% | +42.1% |
| All | +52.7% | +4.8% | +47.8% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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