+68.1%
NTAP vs BBWI
+2.4%
+65.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.1% | -5.7% | -1.9% |
| 7D | -16.1% | +8.8% | -24.9% | -16.7% |
| 30D | -15.9% | +34.8% | -50.8% | -18.2% |
| 3M | -1.2% | +12.9% | -14.2% | -2.4% |
| 6M | +70.1% | +29.6% | +40.5% | +64.0% |
| YTD | +77.9% | +20.8% | +57.2% | +73.8% |
| 1Y | +68.1% | +4.1% | +64.1% | +66.0% |
| All | +68.1% | +2.4% | +65.7% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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