+19,691.7%
NTAP vs PTC
+253.9%
+19,437.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.0% | +6.2% | +2.5% |
| 7D | -0.8% | -10.3% | +9.5% | +3.4% |
| 30D | -0.5% | +1.1% | -1.7% | -1.4% |
| 3M | +4.1% | +1.6% | +2.5% | +1.8% |
| 6M | +88.0% | -13.5% | +101.4% | +95.0% |
| YTD | +75.6% | -19.1% | +94.6% | +86.8% |
| 1Y | +58.9% | -33.9% | +92.8% | +82.6% |
| 3Y | +153.6% | -3.9% | +157.5% | +148.2% |
| 5Y | +127.6% | +6.0% | +121.6% | +109.2% |
| 10Y | +580.4% | +223.7% | +356.6% | +280.3% |
| All | +19,691.7% | +253.9% | +19,437.8% | +5,044.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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