+25.1%
NU vs PLTD
-77.2%
+102.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.5% | -2.1% |
| 7D | -2.6% | -0.9% | -1.7% | -2.7% |
| 30D | +8.2% | +1.3% | +6.9% | +8.7% |
| 3M | +26.3% | -32.9% | +59.1% | +17.3% |
| 6M | +2.2% | -24.9% | +27.1% | -0.7% |
| YTD | -10.4% | -18.2% | +7.9% | -10.1% |
| 1Y | -3.0% | -28.7% | +25.7% | -5.5% |
| All | +25.1% | -77.2% | +102.3% | -7.0% |
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 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