+31.6%
NI vs PLTU
+131.7%
-100.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.6% |
| 7D | +3.1% | +21.9% | -18.8% | +2.9% |
| 30D | +11.2% | -35.3% | +46.4% | +11.4% |
| 3M | +9.8% | -7.7% | +17.5% | +9.7% |
| 6M | -1.6% | +24.2% | -25.9% | -2.4% |
| YTD | +12.6% | -37.5% | +50.2% | +13.1% |
| 1Y | +7.8% | -43.6% | +51.4% | +8.3% |
| All | +31.6% | +131.7% | -100.1% | +20.4% |
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