+149.5%
NTAP vs PODD
-22.0%
+171.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.4% |
| 7D | -0.8% | +1.6% | -2.4% | -1.0% |
| 30D | -0.5% | +10.7% | -11.2% | -1.9% |
| 3M | +4.1% | +0.7% | +3.3% | +3.1% |
| 6M | +88.0% | -39.3% | +127.2% | +100.5% |
| YTD | +75.6% | -48.1% | +123.7% | +92.0% |
| 1Y | +58.9% | -57.4% | +116.3% | +79.1% |
| All | +149.5% | -22.0% | +171.5% | +147.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling