+18,718.9%
NTAP vs WEC
+2,355.8%
+16,363.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +3.7% |
| 7D | -5.0% | +0.2% | -5.2% | -5.1% |
| 30D | -25.8% | +12.9% | -38.7% | -29.2% |
| 3M | -6.9% | +9.8% | -16.7% | -10.3% |
| 6M | +50.0% | +6.7% | +43.3% | +45.4% |
| YTD | +66.9% | +14.0% | +53.0% | +57.6% |
| 1Y | +58.3% | +7.3% | +50.9% | +52.6% |
| 3Y | +145.1% | +63.8% | +81.3% | +97.1% |
| 5Y | +114.2% | +54.8% | +59.4% | +72.7% |
| 10Y | +576.6% | +185.7% | +390.9% | +306.6% |
| All | +18,718.9% | +2,355.8% | +16,363.0% | +4,514.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling