+37.8%
NSC vs PLTU
+154.0%
-116.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.5% | +0.7% |
| 7D | -5.5% | -13.6% | +8.1% | -5.3% |
| 30D | -3.2% | +16.7% | -19.9% | -3.6% |
| 3M | +7.7% | +29.6% | -21.9% | +6.6% |
| 6M | +4.5% | -0.1% | +4.6% | +3.8% |
| YTD | +15.6% | -31.5% | +47.1% | +16.2% |
| 1Y | +19.8% | -19.7% | +39.6% | +18.3% |
| All | +37.8% | +154.0% | -116.2% | +25.0% |
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