+19,691.7%
NTAP vs SYY
+2,046.6%
+17,645.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.6% |
| 7D | -0.8% | -2.3% | +1.5% | +0.1% |
| 30D | -0.5% | -4.9% | +4.4% | +1.3% |
| 3M | +4.1% | +8.4% | -4.3% | +0.6% |
| 6M | +88.0% | -7.4% | +95.3% | +91.1% |
| YTD | +75.6% | +11.0% | +64.6% | +66.1% |
| 1Y | +58.9% | -0.2% | +59.1% | +56.2% |
| 3Y | +153.6% | +23.8% | +129.8% | +125.5% |
| 5Y | +127.6% | +18.1% | +109.5% | +104.6% |
| 10Y | +580.4% | +94.6% | +485.8% | +369.8% |
| All | +19,691.7% | +2,046.6% | +17,645.1% | +5,499.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling