+632.9%
NTAP vs WING
+405.9%
+227.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.2% |
| 7D | -0.8% | -3.9% | +3.1% | -0.3% |
| 30D | -0.5% | -11.6% | +11.0% | +0.8% |
| 3M | +4.1% | -24.2% | +28.3% | +7.2% |
| 6M | +88.0% | -54.1% | +142.0% | +106.3% |
| YTD | +75.6% | -53.9% | +129.5% | +91.3% |
| 1Y | +58.9% | -64.4% | +123.3% | +79.0% |
| 3Y | +153.6% | -30.2% | +183.8% | +151.6% |
| 5Y | +127.6% | -34.1% | +161.8% | +118.7% |
| 10Y | +580.4% | +342.1% | +238.2% | +385.9% |
| All | +632.9% | +405.9% | +227.1% | +397.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling