+68.0%
NTAP vs PLTU
-44.3%
+112.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.2% | +1.7% | -2.0% |
| 7D | +7.2% | +9.0% | -1.8% | +6.1% |
| 30D | -18.4% | -33.0% | +14.6% | -14.9% |
| 3M | -11.3% | -19.0% | +7.7% | -9.4% |
| 6M | +53.8% | +30.4% | +23.4% | +49.1% |
| YTD | +72.0% | -40.2% | +112.1% | +73.1% |
| 1Y | +68.0% | -37.8% | +105.8% | +66.0% |
| All | +68.0% | -44.3% | +112.3% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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