+570.8%
NTAP vs GEN
+151.0%
+419.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.2% |
| 7D | -7.8% | +1.0% | -8.8% | -8.0% |
| 30D | -25.8% | +29.1% | -54.9% | -31.2% |
| 3M | -11.2% | +2.9% | -14.1% | -13.1% |
| 6M | +49.9% | +33.6% | +16.3% | +35.9% |
| YTD | +66.9% | +12.0% | +54.8% | +58.2% |
| 1Y | +58.8% | +16.2% | +42.7% | +49.0% |
| 3Y | +140.8% | +65.1% | +75.8% | +104.6% |
| 5Y | +115.0% | +33.3% | +81.7% | +88.4% |
| 10Y | +570.8% | +149.7% | +421.1% | +373.2% |
| All | +570.8% | +151.0% | +419.8% | +373.2% |
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