+28.7%
NRG vs PLTD
-77.3%
+106.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.8% |
| 7D | +9.3% | +4.5% | +4.7% | +9.9% |
| 30D | +1.3% | -0.7% | +2.0% | +1.2% |
| 3M | -6.0% | -31.0% | +25.1% | -10.2% |
| 6M | -22.0% | -24.8% | +2.9% | -22.9% |
| YTD | -24.1% | -18.6% | -5.6% | -22.4% |
| 1Y | -18.0% | -31.8% | +13.8% | -19.6% |
| All | +28.7% | -77.3% | +106.0% | -7.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling