+38.4%
NTR vs RGEN
+1.9%
+36.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.2% | -2.4% |
| 7D | -2.5% | -2.9% | +0.4% | -2.2% |
| 30D | +17.0% | -0.1% | +17.1% | +17.0% |
| 3M | +22.2% | +25.9% | -3.8% | +19.6% |
| 6M | +5.2% | +35.2% | -30.0% | +1.9% |
| YTD | +29.7% | +0.5% | +29.2% | +29.6% |
| 1Y | +39.4% | +37.0% | +2.4% | +33.9% |
| All | +38.4% | +1.9% | +36.5% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling