+41.8%
NTR vs RGEN
+45.2%
-3.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.6% |
| 7D | +8.1% | -4.9% | +13.0% | +7.9% |
| 30D | +18.8% | +5.7% | +13.1% | +19.0% |
| 3M | +16.2% | +32.4% | -16.2% | +17.6% |
| 6M | +9.8% | +33.2% | -23.4% | +11.5% |
| YTD | +30.9% | +2.3% | +28.6% | +33.4% |
| 1Y | +41.8% | +39.0% | +2.8% | +46.7% |
| All | +41.8% | +45.2% | -3.4% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling