+23.7%
NRG vs PLTU
+140.2%
-116.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.5% |
| 7D | +3.9% | -0.8% | +4.6% | +3.7% |
| 30D | -3.0% | -8.8% | +5.8% | -2.8% |
| 3M | -10.9% | +41.7% | -52.6% | -15.6% |
| 6M | -25.3% | -9.3% | -16.0% | -26.4% |
| YTD | -26.8% | -35.2% | +8.4% | -25.4% |
| 1Y | -23.3% | -29.5% | +6.2% | -24.4% |
| All | +23.7% | +140.2% | -116.5% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling