+114.2%
NTAP vs WEC
+55.5%
+58.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +4.0% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | -25.8% | +12.9% | -38.7% | -26.3% |
| 3M | -6.9% | +9.8% | -16.7% | -7.3% |
| 6M | +50.0% | +6.7% | +43.3% | +49.3% |
| YTD | +66.9% | +14.0% | +53.0% | +65.1% |
| 1Y | +58.3% | +7.3% | +50.9% | +57.4% |
| 3Y | +145.1% | +63.8% | +81.3% | +129.0% |
| 5Y | +114.2% | +54.8% | +59.4% | +98.8% |
| All | +114.2% | +55.5% | +58.7% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling