+610.5%
NTAP vs UUUU
-91.9%
+702.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.8% |
| 7D | +3.3% | +2.8% | +0.4% | +3.0% |
| 30D | -0.2% | +3.4% | -3.6% | -0.6% |
| 3M | +11.4% | -3.9% | +15.3% | +11.3% |
| 6M | +88.7% | -23.2% | +111.9% | +90.5% |
| YTD | +78.9% | +0.6% | +78.4% | +74.8% |
| 1Y | +58.8% | +22.9% | +36.0% | +50.9% |
| 3Y | +153.5% | +98.6% | +54.9% | +124.9% |
| 5Y | +136.7% | +130.2% | +6.5% | +101.5% |
| 10Y | +590.2% | +519.5% | +70.7% | +408.0% |
| All | +610.5% | -91.9% | +702.4% | +449.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling