+68.1%
NTAP vs WCC
+24.5%
+43.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.9% | +8.3% | +1.7% |
| 7D | -16.1% | -8.8% | -7.3% | -13.5% |
| 30D | -15.9% | -16.0% | +0.1% | -11.3% |
| 3M | -1.2% | -15.2% | +14.0% | +3.6% |
| 6M | +70.1% | -8.4% | +78.4% | +73.7% |
| YTD | +77.9% | +30.1% | +47.8% | +58.2% |
| 1Y | +68.1% | +26.4% | +41.7% | +50.5% |
| All | +68.1% | +24.5% | +43.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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