+124.8%
NTAP vs TRGP
+639.4%
-514.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | +2.2% | -0.7% | +2.9% | +2.4% |
| 30D | -7.0% | +9.5% | -16.5% | -9.8% |
| 3M | +12.3% | +10.8% | +1.5% | +8.1% |
| 6M | +85.1% | +25.3% | +59.8% | +70.1% |
| YTD | +74.8% | +60.3% | +14.5% | +47.1% |
| 1Y | +52.7% | +84.6% | -31.9% | +21.5% |
| 3Y | +147.7% | +264.4% | -116.7% | +53.6% |
| 5Y | +124.8% | +636.6% | -511.8% | +4.5% |
| All | +124.8% | +639.4% | -514.7% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling