+570.8%
NTAP vs URI
+1,189.1%
-618.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.7% |
| 7D | -7.8% | -6.0% | -1.8% | -5.5% |
| 30D | -25.8% | +4.6% | -30.4% | -27.0% |
| 3M | -11.2% | -2.7% | -8.5% | -10.5% |
| 6M | +49.9% | +18.4% | +31.6% | +39.1% |
| YTD | +66.9% | +37.4% | +29.5% | +42.1% |
| 1Y | +58.8% | +30.4% | +28.5% | +38.1% |
| 3Y | +140.8% | +147.9% | -7.1% | +55.6% |
| 5Y | +115.0% | +202.1% | -87.1% | +22.4% |
| 10Y | +570.8% | +1,182.4% | -611.6% | +121.0% |
| All | +570.8% | +1,189.1% | -618.3% | +121.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling