+579.9%
NTAP vs PODD
+778.2%
-198.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +9.9% | -4.4% | +14.2% | +10.8% |
| 30D | -22.1% | +8.1% | -30.2% | -23.4% |
| 3M | -7.7% | +2.9% | -10.6% | -8.5% |
| 6M | +60.9% | -5.7% | +66.7% | +60.5% |
| YTD | +76.4% | -47.5% | +123.9% | +95.9% |
| 1Y | +69.3% | -55.7% | +125.0% | +94.1% |
| 3Y | +154.6% | -3.7% | +158.4% | +144.9% |
| 5Y | +131.4% | -52.6% | +184.0% | +146.6% |
| 10Y | +600.9% | +320.3% | +280.6% | +345.0% |
| All | +579.9% | +778.2% | -198.3% | +136.9% |
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