+18,710.3%
NTAP vs WEC
+2,352.9%
+16,357.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -7.8% | +1.4% | -9.1% | -8.2% |
| 30D | -25.8% | +12.8% | -38.6% | -29.2% |
| 3M | -11.2% | +11.2% | -22.5% | -14.9% |
| 6M | +49.9% | +6.6% | +43.3% | +45.4% |
| YTD | +66.9% | +13.8% | +53.0% | +57.6% |
| 1Y | +58.8% | +7.6% | +51.2% | +53.0% |
| 3Y | +140.8% | +62.2% | +78.6% | +94.4% |
| 5Y | +115.0% | +52.0% | +63.0% | +74.6% |
| 10Y | +570.8% | +189.4% | +381.4% | +300.9% |
| All | +18,710.3% | +2,352.9% | +16,357.4% | +4,513.9% |
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