+19,691.7%
NTAP vs GEN
+3,066.9%
+16,624.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +1.0% |
| 7D | -0.8% | -1.2% | +0.4% | -0.3% |
| 30D | -0.5% | +10.1% | -10.7% | -4.9% |
| 3M | +4.1% | +16.1% | -12.0% | -3.0% |
| 6M | +88.0% | +38.9% | +49.1% | +61.0% |
| YTD | +75.6% | +14.4% | +61.1% | +63.2% |
| 1Y | +58.9% | +5.9% | +53.1% | +52.6% |
| 3Y | +153.6% | +58.8% | +94.8% | +99.0% |
| 5Y | +127.6% | +24.7% | +103.0% | +90.9% |
| 10Y | +580.4% | +163.1% | +417.3% | +258.3% |
| All | +19,691.7% | +3,066.9% | +16,624.8% | +2,864.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling