+68.1%
NTAP vs URI
+33.3%
+34.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.7% | -0.9% |
| 7D | -16.1% | -4.3% | -11.8% | -15.5% |
| 30D | -15.9% | +4.6% | -20.6% | -16.5% |
| 3M | -1.2% | -2.1% | +0.9% | -1.2% |
| 6M | +70.1% | +21.9% | +48.1% | +65.0% |
| YTD | +77.9% | +39.7% | +38.2% | +65.4% |
| 1Y | +68.1% | +32.9% | +35.3% | +61.5% |
| All | +68.1% | +33.3% | +34.8% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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