+135.6%
NTAP vs GEN
+79.4%
+56.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +0.6% |
| 7D | -15.1% | +2.3% | -17.3% | -15.6% |
| 30D | -28.1% | +33.1% | -61.1% | -34.3% |
| 3M | -11.4% | +6.5% | -17.9% | -13.9% |
| 6M | +52.2% | +53.8% | -1.6% | +28.6% |
| YTD | +60.4% | +11.2% | +49.2% | +52.2% |
| 1Y | +51.0% | +19.4% | +31.6% | +39.5% |
| 3Y | +135.6% | +81.0% | +54.5% | +105.7% |
| All | +135.6% | +79.4% | +56.2% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling