-18.6%
NRG vs PLTU
-18.5%
-0.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -9.0% | +15.4% | +6.2% |
| 7D | +7.1% | -13.6% | +20.7% | +6.7% |
| 30D | -1.4% | +16.7% | -18.1% | -0.9% |
| 3M | -10.5% | +29.6% | -40.0% | -6.8% |
| 6M | -26.7% | -0.1% | -26.6% | -23.0% |
| YTD | -24.5% | -31.5% | +7.0% | -17.6% |
| 1Y | -18.6% | -19.7% | +1.2% | -14.3% |
| All | -18.6% | -18.5% | -0.1% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling