-36.5%
NTGR vs SPY
+80.7%
-117.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.3% |
| 7D | -0.5% | -2.0% | +1.5% | +1.7% |
| 30D | -12.0% | -1.7% | -10.4% | -10.4% |
| 3M | -12.3% | +4.7% | -17.0% | -16.5% |
| 6M | -0.8% | +12.5% | -13.3% | -12.4% |
| YTD | -14.5% | +11.7% | -26.2% | -23.8% |
| 1Y | -26.0% | +17.5% | -43.5% | -37.4% |
| 3Y | +72.2% | +76.6% | -4.3% | -0.6% |
| All | -36.5% | +80.7% | -117.3% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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