+145.1%
NTAP vs WEC
+60.5%
+84.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +4.2% |
| 7D | -5.0% | +0.2% | -5.2% | -4.9% |
| 30D | -25.8% | +12.9% | -38.7% | -24.7% |
| 3M | -6.9% | +9.8% | -16.7% | -5.7% |
| 6M | +50.0% | +6.7% | +43.3% | +51.3% |
| YTD | +66.9% | +14.0% | +53.0% | +69.4% |
| 1Y | +58.3% | +7.3% | +50.9% | +59.9% |
| 3Y | +145.1% | +63.8% | +81.3% | +162.6% |
| All | +145.1% | +60.5% | +84.6% | +162.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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