+33.9%
NSC vs PLTU
+103.5%
-69.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +7.1% | -9.9% | -3.0% |
| 7D | -6.6% | -25.3% | +18.7% | -6.1% |
| 30D | +2.2% | -34.5% | +36.6% | +2.9% |
| 3M | -6.2% | -3.4% | -2.9% | -6.4% |
| 6M | +1.7% | +12.4% | -10.7% | +0.5% |
| YTD | +12.2% | -45.1% | +57.4% | +13.2% |
| 1Y | +15.4% | -45.7% | +61.1% | +16.0% |
| All | +33.9% | +103.5% | -69.7% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling