+97.6%
NTRA vs PLTD
-76.9%
+174.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.7% |
| 7D | +0.2% | +4.2% | -4.0% | +1.3% |
| 30D | +4.1% | +0.7% | +3.4% | +4.5% |
| 3M | +50.0% | -32.4% | +82.4% | +39.8% |
| 6M | +67.3% | -26.2% | +93.5% | +62.3% |
| YTD | +43.6% | -17.0% | +60.6% | +45.0% |
| 1Y | +89.2% | -26.7% | +115.9% | +86.8% |
| All | +97.6% | -76.9% | +174.5% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling