+97.2%
NTRA vs PLTD
-77.8%
+175.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.5% | +1.4% |
| 7D | +0.6% | +5.9% | -5.3% | +2.3% |
| 30D | +19.5% | -11.6% | +31.1% | +16.6% |
| 3M | +47.8% | -29.9% | +77.7% | +39.2% |
| 6M | +61.6% | -28.5% | +90.2% | +55.5% |
| YTD | +43.3% | -20.4% | +63.7% | +43.0% |
| 1Y | +97.0% | -33.3% | +130.3% | +89.8% |
| All | +97.2% | -77.8% | +175.0% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling