+85.1%
NTAP vs LULU
-39.8%
+124.9%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.0% | -2.0% |
| 7D | +2.2% | -16.9% | +19.1% | +3.6% |
| 30D | -7.0% | -22.0% | +14.9% | -5.0% |
| 3M | +12.3% | -17.8% | +30.1% | +14.2% |
| 6M | +85.1% | -41.3% | +126.4% | +98.3% |
| All | +85.1% | -39.8% | +124.9% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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