-51.0%
NKE vs PLTU
+133.3%
-184.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.5% |
| 7D | -4.2% | -8.1% | +4.0% | -4.0% |
| 30D | -8.2% | -7.0% | -1.2% | -8.1% |
| 3M | -19.1% | +40.0% | -59.1% | -20.0% |
| 6M | -32.6% | -6.0% | -26.7% | -33.1% |
| YTD | -40.7% | -37.1% | -3.6% | -40.8% |
| 1Y | -48.9% | -33.1% | -15.7% | -49.3% |
| All | -51.0% | +133.3% | -184.3% | -54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling