+568.7%
NTAP vs GEN
+157.3%
+411.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -1.0% | -4.4% | +3.4% | +0.3% |
| 30D | -7.5% | +3.7% | -11.2% | -8.7% |
| 3M | +14.6% | +22.2% | -7.6% | +7.6% |
| 6M | +91.0% | +38.9% | +52.1% | +72.1% |
| YTD | +73.7% | +11.9% | +61.8% | +66.5% |
| 1Y | +51.2% | +4.5% | +46.7% | +47.7% |
| 3Y | +146.1% | +59.0% | +87.2% | +112.4% |
| 5Y | +122.8% | +22.0% | +100.9% | +101.4% |
| All | +568.7% | +157.3% | +411.4% | +346.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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