+68.1%
NTAP vs WPM
+38.8%
+29.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +12.0% | -13.6% | -2.5% |
| 7D | -16.1% | +3.9% | -20.0% | -16.3% |
| 30D | -15.9% | -3.5% | -12.4% | -15.7% |
| 3M | -1.2% | +14.1% | -15.3% | -2.9% |
| 6M | +70.1% | +6.2% | +63.8% | +68.1% |
| YTD | +77.9% | +12.4% | +65.6% | +71.9% |
| 1Y | +68.1% | +40.0% | +28.2% | +57.2% |
| All | +68.1% | +38.8% | +29.3% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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