+19.7%
NRG vs PLTU
+129.7%
-110.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.1% | -2.9% |
| 7D | -0.2% | -17.7% | +17.6% | +1.1% |
| 30D | -6.8% | -12.5% | +5.7% | -6.3% |
| 3M | -7.1% | +39.5% | -46.6% | -12.1% |
| 6M | -27.6% | -7.0% | -20.6% | -29.2% |
| YTD | -29.2% | -38.1% | +8.9% | -27.6% |
| 1Y | -29.9% | -36.0% | +6.1% | -30.1% |
| All | +19.7% | +129.7% | -110.0% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling