+568.7%
NTAP vs UUUU
+495.2%
+73.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | +0.1% |
| 7D | -1.0% | -5.0% | +4.1% | -0.4% |
| 30D | -7.5% | -7.8% | +0.3% | -6.8% |
| 3M | +14.6% | -0.4% | +15.1% | +14.0% |
| 6M | +91.0% | -32.9% | +123.9% | +96.9% |
| YTD | +73.7% | -6.3% | +79.9% | +68.2% |
| 1Y | +51.2% | +7.9% | +43.3% | +40.8% |
| 3Y | +146.1% | +85.2% | +60.9% | +101.3% |
| 5Y | +122.8% | +97.0% | +25.9% | +70.4% |
| All | +568.7% | +495.2% | +73.5% | +261.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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