+149.5%
NTAP vs SYY
+24.4%
+125.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -2.6% |
| 7D | +7.2% | +0.3% | +6.9% | +7.2% |
| 30D | -18.4% | -4.8% | -13.6% | -18.2% |
| 3M | -11.3% | -7.1% | -4.3% | -10.9% |
| 6M | +53.8% | +6.8% | +47.0% | +51.6% |
| YTD | +72.0% | +7.7% | +64.3% | +68.3% |
| 1Y | +68.0% | +5.7% | +62.3% | +64.9% |
| 3Y | +149.5% | +24.6% | +124.9% | +140.1% |
| All | +149.5% | +24.4% | +125.0% | +140.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling