+68.1%
NTAP vs LYB
+47.4%
+20.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -1.3% |
| 7D | -16.1% | -6.2% | -9.9% | -15.6% |
| 30D | -15.9% | +6.3% | -22.3% | -16.5% |
| 3M | -1.2% | +4.1% | -5.3% | -1.9% |
| 6M | +70.1% | -15.5% | +85.5% | +74.4% |
| YTD | +77.9% | +50.2% | +27.7% | +55.9% |
| 1Y | +68.1% | +50.6% | +17.5% | +46.3% |
| All | +68.1% | +47.4% | +20.7% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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