+55.3%
NTAP vs PLTD
-77.8%
+133.1%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | +1.0% |
| 7D | -0.8% | +5.9% | -6.7% | +0.5% |
| 30D | -0.5% | -11.6% | +11.1% | -2.6% |
| 3M | +4.1% | -29.9% | +34.0% | -1.0% |
| 6M | +88.0% | -28.5% | +116.5% | +81.5% |
| YTD | +75.6% | -20.4% | +96.0% | +74.3% |
| 1Y | +58.9% | -33.3% | +92.2% | +53.3% |
| All | +55.3% | -77.8% | +133.1% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling