+58.8%
NTAP vs LII
-28.7%
+87.5%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | -7.8% | +0.4% | -8.2% | -7.7% |
| 30D | -25.8% | -2.4% | -23.4% | -25.6% |
| 3M | -11.2% | -17.5% | +6.3% | -8.9% |
| 6M | +49.9% | -32.8% | +82.8% | +57.7% |
| YTD | +66.9% | -27.7% | +94.6% | +68.7% |
| 1Y | +58.8% | -28.1% | +86.9% | +61.4% |
| All | +58.8% | -28.7% | +87.5% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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