+543.0%
NTAP vs PODD
+770.9%
-227.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.2% |
| 7D | -7.8% | -4.4% | -3.4% | -7.0% |
| 30D | -25.8% | +9.4% | -35.2% | -27.1% |
| 3M | -11.2% | +3.6% | -14.9% | -12.2% |
| 6M | +49.9% | -4.0% | +53.9% | +49.0% |
| YTD | +66.9% | -47.9% | +114.8% | +85.6% |
| 1Y | +58.8% | -53.8% | +112.6% | +80.5% |
| 3Y | +140.8% | -4.5% | +145.4% | +132.0% |
| 5Y | +115.0% | -51.9% | +166.9% | +128.3% |
| 10Y | +570.8% | +308.9% | +261.9% | +328.2% |
| All | +543.0% | +770.9% | -227.9% | +124.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling