+20,069.3%
NTAP vs LUV
+834.4%
+19,234.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.9% |
| 7D | +3.3% | +3.1% | +0.2% | +1.9% |
| 30D | -0.2% | -17.4% | +17.2% | +7.4% |
| 3M | +11.4% | -4.9% | +16.3% | +12.3% |
| 6M | +88.7% | -5.7% | +94.4% | +88.5% |
| YTD | +78.9% | -5.2% | +84.1% | +75.2% |
| 1Y | +58.8% | +24.1% | +34.7% | +38.4% |
| 3Y | +153.5% | +39.6% | +113.9% | +98.3% |
| 5Y | +136.7% | -12.5% | +149.2% | +117.4% |
| 10Y | +590.2% | +12.9% | +577.3% | +423.0% |
| All | +20,069.3% | +834.4% | +19,234.8% | +4,591.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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