+39.6%
NTR vs RGEN
+38.7%
+0.9%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -1.3% | -1.4% | +0.2% | -1.3% |
| 30D | +16.8% | -0.3% | +17.1% | +16.8% |
| 3M | +20.7% | +23.9% | -3.1% | +21.8% |
| 6M | +0.5% | +38.5% | -38.0% | +1.9% |
| YTD | +29.2% | +0.8% | +28.4% | +31.7% |
| 1Y | +39.6% | +38.2% | +1.4% | +45.1% |
| All | +39.6% | +38.7% | +0.9% | +45.1% |
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