+622.6%
NBIS vs PLTD
-77.8%
+700.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.6% | +2.8% | +9.7% |
| 7D | +8.2% | +5.9% | +2.3% | +11.4% |
| 30D | +3.4% | -11.6% | +15.0% | -2.9% |
| 3M | -12.8% | -29.9% | +17.1% | -24.5% |
| 6M | +131.5% | -28.5% | +160.1% | +107.2% |
| YTD | +170.5% | -20.4% | +190.9% | +166.9% |
| 1Y | +248.8% | -33.3% | +282.0% | +222.6% |
| All | +622.6% | -77.8% | +700.4% | +333.1% |
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