+58.3%
NTAP vs PLTD
-77.3%
+135.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +2.4% |
| 7D | +3.3% | +4.5% | -1.3% | +4.3% |
| 30D | -0.2% | -0.7% | +0.5% | -0.1% |
| 3M | +11.4% | -31.0% | +42.4% | +5.4% |
| 6M | +88.7% | -24.8% | +113.5% | +84.0% |
| YTD | +78.9% | -18.6% | +97.5% | +78.4% |
| 1Y | +58.8% | -31.8% | +90.6% | +53.8% |
| All | +58.3% | -77.3% | +135.6% | +22.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling