+18.8%
NOC vs PLTU
+124.7%
-106.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.8% |
| 7D | -0.3% | -9.2% | +8.9% | -0.3% |
| 30D | +14.1% | -37.3% | +51.4% | +14.4% |
| 3M | -4.6% | -14.7% | +10.0% | -4.7% |
| 6M | +0.7% | +17.3% | -16.5% | +0.1% |
| YTD | -2.6% | -39.4% | +36.8% | -3.3% |
| 1Y | -1.0% | -50.6% | +49.6% | -1.7% |
| All | +18.8% | +124.7% | -106.0% | +17.6% |
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