+47.7%
NTAP vs PLTD
-77.7%
+125.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -5.5% | +9.6% | +2.8% |
| 7D | -5.0% | +4.2% | -9.2% | -3.7% |
| 30D | -25.8% | +20.8% | -46.6% | -22.1% |
| 3M | -6.9% | -2.6% | -4.3% | -6.0% |
| 6M | +50.0% | -33.1% | +83.1% | +44.1% |
| YTD | +66.9% | -20.0% | +87.0% | +67.9% |
| 1Y | +58.3% | -21.6% | +79.9% | +59.2% |
| All | +47.7% | -77.7% | +125.4% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling