+27.9%
NU vs PLTD
-77.3%
+105.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | +0.2% |
| 7D | +6.0% | +4.5% | +1.5% | +7.1% |
| 30D | +10.8% | -0.7% | +11.5% | +10.7% |
| 3M | +32.2% | -31.0% | +63.2% | +23.7% |
| 6M | +5.1% | -24.8% | +30.0% | +2.2% |
| YTD | -8.4% | -18.6% | +10.1% | -8.2% |
| 1Y | +0.7% | -31.8% | +32.5% | -3.2% |
| All | +27.9% | -77.3% | +105.2% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling