+51.2%
NTAP vs SYY
+5.4%
+45.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | -1.0% | +1.5% | -2.5% | -1.0% |
| 30D | -7.5% | -2.3% | -5.2% | -7.4% |
| 3M | +14.6% | +5.5% | +9.1% | +14.3% |
| 6M | +91.0% | -1.0% | +92.0% | +92.3% |
| YTD | +73.7% | +14.1% | +59.6% | +71.1% |
| 1Y | +51.2% | +5.6% | +45.7% | +48.9% |
| All | +51.2% | +5.4% | +45.8% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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