+22.5%
NU vs PLTU
+129.7%
-107.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.6% |
| 7D | -4.2% | -17.7% | +13.5% | -2.2% |
| 30D | +10.0% | -12.5% | +22.6% | +11.0% |
| 3M | +29.3% | +39.5% | -10.2% | +20.1% |
| 6M | +0.9% | -7.0% | +7.9% | -2.6% |
| YTD | -10.3% | -38.1% | +27.8% | -9.9% |
| 1Y | -3.2% | -36.0% | +32.8% | -5.2% |
| All | +22.5% | +129.7% | -107.2% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling