+127.9%
NTAP vs TRGP
+504.4%
-376.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.9% | -2.6% |
| 7D | +7.2% | +12.4% | -5.2% | +3.2% |
| 30D | -18.4% | +2.6% | -21.0% | -19.1% |
| 3M | -11.3% | +11.9% | -23.2% | -14.6% |
| 6M | +53.8% | +13.9% | +39.8% | +46.4% |
| YTD | +72.0% | +64.2% | +7.8% | +43.4% |
| 1Y | +68.0% | +78.5% | -10.5% | +35.7% |
| 3Y | +149.5% | +272.9% | -123.4% | +53.2% |
| All | +127.9% | +504.4% | -376.4% | +10.3% |
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