+56.4%
NTAP vs WPM
-2.9%
+59.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.8% | +4.1% |
| 7D | -2.4% | +3.1% | -5.5% | -2.7% |
| 30D | -23.4% | -1.8% | -21.6% | -23.2% |
| 3M | -7.5% | +1.0% | -8.5% | -7.4% |
| 6M | +56.4% | -5.4% | +61.8% | +70.2% |
| All | +56.4% | -2.9% | +59.3% | +70.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling