+589.7%
NTAP vs RGEN
+402.3%
+187.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.3% | -1.9% |
| 7D | +2.2% | -4.6% | +6.8% | +3.2% |
| 30D | -7.0% | +1.2% | -8.2% | -7.5% |
| 3M | +12.3% | +26.8% | -14.5% | +6.0% |
| 6M | +85.1% | +29.1% | +56.1% | +73.1% |
| YTD | +74.8% | +0.7% | +74.0% | +71.9% |
| 1Y | +52.7% | +39.1% | +13.6% | +39.6% |
| 3Y | +147.7% | +2.2% | +145.4% | +131.0% |
| 5Y | +124.8% | -44.0% | +168.8% | +127.4% |
| 10Y | +589.7% | +412.7% | +177.0% | +276.5% |
| All | +589.7% | +402.3% | +187.4% | +276.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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