+21.9%
NU vs PLTD
-76.9%
+98.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -1.9% | -2.8% |
| 7D | -4.9% | +4.2% | -9.1% | -4.0% |
| 30D | +7.8% | +0.7% | +7.1% | +8.1% |
| 3M | +20.9% | -32.4% | +53.3% | +12.5% |
| 6M | +0.9% | -26.2% | +27.1% | -2.6% |
| YTD | -12.7% | -17.0% | +4.4% | -12.1% |
| 1Y | -6.4% | -26.7% | +20.3% | -8.2% |
| All | +21.9% | -76.9% | +98.8% | -9.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling