+59.4%
NTAP vs PLTU
+142.1%
-82.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.7% | +6.6% | +2.4% |
| 7D | +3.3% | -11.6% | +14.8% | +4.3% |
| 30D | -0.2% | -4.6% | +4.4% | -0.2% |
| 3M | +11.4% | +33.7% | -22.3% | +5.4% |
| 6M | +88.7% | -9.4% | +98.1% | +83.7% |
| YTD | +78.9% | -34.7% | +113.6% | +78.0% |
| 1Y | +58.8% | -23.2% | +82.0% | +52.9% |
| All | +59.4% | +142.1% | -82.8% | +21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling