+33.3%
NSC vs PLTD
-76.4%
+109.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -3.0% |
| 7D | -6.6% | +13.7% | -20.4% | -6.1% |
| 30D | +2.2% | +18.4% | -16.3% | +2.9% |
| 3M | -6.2% | -7.5% | +1.3% | -6.4% |
| 6M | +1.7% | -31.3% | +33.0% | +0.5% |
| YTD | +12.2% | -15.4% | +27.6% | +13.3% |
| 1Y | +15.4% | -18.4% | +33.8% | +16.3% |
| All | +33.3% | -76.4% | +109.7% | +21.8% |
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