+41.9%
NTAP vs PLTD
-76.4%
+118.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | -0.8% |
| 7D | -15.1% | +13.7% | -28.8% | -12.3% |
| 30D | -28.1% | +18.4% | -46.5% | -24.7% |
| 3M | -11.4% | -7.5% | -4.0% | -11.4% |
| 6M | +52.2% | -31.3% | +83.5% | +47.1% |
| YTD | +60.4% | -15.4% | +75.8% | +63.3% |
| 1Y | +51.0% | -18.4% | +69.4% | +53.2% |
| All | +41.9% | -76.4% | +118.3% | +12.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling