+52.7%
NTAP vs WU
-11.2%
+63.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -2.2% |
| 7D | +2.2% | -4.9% | +7.1% | +2.7% |
| 30D | -7.0% | -1.3% | -5.8% | -6.9% |
| 3M | +12.3% | -3.6% | +15.9% | +11.1% |
| 6M | +85.1% | -24.3% | +109.5% | +91.7% |
| YTD | +74.8% | -21.1% | +95.9% | +79.4% |
| 1Y | +52.7% | -10.3% | +63.0% | +51.8% |
| All | +52.7% | -11.2% | +63.9% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling