+31.7%
NI vs PLTD
-78.1%
+109.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.1% |
| 7D | +0.6% | -1.6% | +2.1% | +0.6% |
| 30D | +11.2% | +18.5% | -7.2% | +11.5% |
| 3M | +9.2% | -2.4% | +11.6% | +9.1% |
| 6M | -1.8% | -34.6% | +32.7% | -2.5% |
| YTD | +12.0% | -21.4% | +33.4% | +12.5% |
| 1Y | +6.4% | -16.8% | +23.2% | +7.3% |
| All | +31.7% | -78.1% | +109.8% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling