+19,788.8%
NTAP vs GWW
+7,529.9%
+12,258.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.0% |
| 7D | +9.9% | +3.7% | +6.2% | +7.7% |
| 30D | -22.1% | +13.6% | -35.7% | -27.5% |
| 3M | -7.7% | +15.4% | -23.0% | -14.9% |
| 6M | +60.9% | +21.8% | +39.2% | +43.2% |
| YTD | +76.4% | +50.0% | +26.4% | +39.3% |
| 1Y | +69.3% | +60.2% | +9.1% | +28.8% |
| 3Y | +154.6% | +94.4% | +60.3% | +71.7% |
| 5Y | +131.4% | +221.8% | -90.4% | +14.5% |
| 10Y | +600.9% | +665.8% | -64.9% | +92.3% |
| All | +19,788.8% | +7,529.9% | +12,258.9% | +1,254.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 all: compounded portfolio wealth divided by compounded GWW 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…
all analysis · Full analysis span regression · 6 months rolling