+589.7%
NTAP vs PODD
+314.4%
+275.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.3% | +2.7% | +3.8% |
| 7D | -2.4% | -9.1% | +6.7% | -0.9% |
| 30D | -23.4% | +7.3% | -30.7% | -24.3% |
| 3M | -7.5% | +3.7% | -11.2% | -8.3% |
| 6M | +56.4% | -2.7% | +59.1% | +55.2% |
| YTD | +73.6% | -47.2% | +120.8% | +90.7% |
| 1Y | +68.4% | -54.0% | +122.4% | +89.3% |
| 3Y | +150.6% | -3.3% | +153.9% | +142.7% |
| 5Y | +122.5% | -52.3% | +174.8% | +135.9% |
| 10Y | +589.7% | +322.4% | +267.3% | +399.4% |
| All | +589.7% | +314.4% | +275.3% | +399.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling