+136.7%
NTAP vs PODD
-53.4%
+190.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.5% | +5.4% | +2.5% |
| 7D | +3.3% | -4.1% | +7.4% | +3.9% |
| 30D | -0.2% | +0.8% | -1.0% | -0.4% |
| 3M | +11.4% | -6.1% | +17.5% | +11.6% |
| 6M | +88.7% | -40.0% | +128.6% | +103.4% |
| YTD | +78.9% | -49.9% | +128.9% | +99.3% |
| 1Y | +58.8% | -59.3% | +118.1% | +83.4% |
| 3Y | +153.5% | -17.2% | +170.8% | +151.5% |
| 5Y | +136.7% | -53.0% | +189.7% | +155.5% |
| All | +136.7% | -53.4% | +190.2% | +155.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling