+146.3%
NOK vs PLTD
-76.7%
+223.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -1.1% |
| 7D | +8.7% | +9.9% | -1.2% | +9.6% |
| 30D | +12.5% | +3.8% | +8.7% | +12.9% |
| 3M | -20.7% | -32.3% | +11.5% | -22.8% |
| 6M | +36.2% | -25.9% | +62.0% | +34.3% |
| YTD | +64.1% | -16.4% | +80.5% | +64.8% |
| 1Y | +132.4% | -25.2% | +157.5% | +132.0% |
| All | +146.3% | -76.7% | +223.0% | +119.8% |
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