+95.2%
NTRA vs PLTU
+129.7%
-34.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | -0.7% |
| 7D | -0.5% | -17.7% | +17.3% | +2.0% |
| 30D | +4.3% | -12.5% | +16.8% | +5.5% |
| 3M | +50.6% | +39.5% | +11.2% | +40.2% |
| 6M | +63.9% | -7.0% | +70.9% | +58.8% |
| YTD | +42.4% | -38.1% | +80.4% | +43.6% |
| 1Y | +92.1% | -36.0% | +128.1% | +89.3% |
| All | +95.2% | +129.7% | -34.6% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 5y: compounded portfolio wealth divided by compounded PLTU 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…
5y analysis · Full analysis span regression · 6 months rolling