+51.0%
NTAP vs URI
+26.0%
+25.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | -15.1% | -9.8% | -5.3% | -13.4% |
| 30D | -28.1% | +1.7% | -29.8% | -27.9% |
| 3M | -11.4% | -9.1% | -2.4% | -10.1% |
| 6M | +52.2% | +9.9% | +42.4% | +50.4% |
| YTD | +60.4% | +31.2% | +29.2% | +50.6% |
| 1Y | +51.0% | +25.9% | +25.1% | +45.7% |
| All | +51.0% | +26.0% | +25.0% | +45.7% |
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