+58.8%
NTAP vs GEN
+2.7%
+56.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +3.0% |
| 7D | +3.3% | -0.7% | +4.0% | +3.5% |
| 30D | -0.2% | +2.6% | -2.9% | -1.6% |
| 3M | +11.4% | +15.8% | -4.4% | +4.0% |
| 6M | +88.7% | +33.1% | +55.5% | +66.9% |
| YTD | +78.9% | +11.3% | +67.6% | +74.0% |
| 1Y | +58.8% | +1.7% | +57.2% | +59.8% |
| All | +58.8% | +2.7% | +56.1% | +59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling