+19,691.7%
NTAP vs LNT
+1,631.7%
+18,060.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.2% | +0.1% |
| 7D | -0.8% | -0.1% | -0.7% | -0.7% |
| 30D | -0.5% | -3.2% | +2.6% | +0.8% |
| 3M | +4.1% | -4.1% | +8.1% | +5.5% |
| 6M | +88.0% | -4.6% | +92.5% | +90.4% |
| YTD | +75.6% | +7.0% | +68.6% | +68.9% |
| 1Y | +58.9% | +8.3% | +50.6% | +51.6% |
| 3Y | +153.6% | +51.0% | +102.6% | +103.8% |
| 5Y | +127.6% | +30.2% | +97.5% | +91.7% |
| 10Y | +580.4% | +143.6% | +436.8% | +309.4% |
| All | +19,691.7% | +1,631.7% | +18,060.1% | +4,502.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling