+136.7%
NTAP vs WING
-35.4%
+172.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +3.3% | -0.1% | +3.4% | +3.2% |
| 30D | -0.2% | -6.0% | +5.8% | +0.4% |
| 3M | +11.4% | -23.5% | +34.9% | +14.9% |
| 6M | +88.7% | -52.0% | +140.7% | +108.3% |
| YTD | +78.9% | -53.8% | +132.7% | +97.0% |
| 1Y | +58.8% | -63.8% | +122.6% | +81.7% |
| 3Y | +153.5% | -30.8% | +184.3% | +145.1% |
| 5Y | +136.7% | -34.3% | +171.0% | +117.3% |
| All | +136.7% | -35.4% | +172.2% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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