+169.1%
NTAP vs UUUU
+74.5%
+94.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -5.0% | +13.5% | +8.8% |
| 7D | +7.4% | -10.5% | +17.9% | +8.1% |
| 30D | -1.4% | -10.5% | +9.1% | -0.8% |
| 3M | +24.6% | -14.1% | +38.7% | +25.3% |
| 6M | +105.9% | -35.5% | +141.4% | +109.2% |
| YTD | +88.5% | -10.9% | +99.5% | +84.0% |
| 1Y | +62.1% | +3.4% | +58.7% | +53.6% |
| 3Y | +169.1% | +73.1% | +95.9% | +120.4% |
| All | +169.1% | +74.5% | +94.5% | +120.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling