+124.8%
NTAP vs LNT
+31.1%
+93.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.2% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | -7.0% | -0.5% | -6.5% | -7.0% |
| 3M | +12.3% | -5.5% | +17.8% | +12.8% |
| 6M | +85.1% | -3.8% | +88.9% | +85.4% |
| YTD | +74.8% | +6.8% | +67.9% | +72.3% |
| 1Y | +52.7% | +9.3% | +43.4% | +49.8% |
| 3Y | +147.7% | +47.9% | +99.7% | +127.9% |
| 5Y | +124.8% | +31.6% | +93.2% | +108.6% |
| All | +124.8% | +31.1% | +93.7% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling