+7.8%
NU vs PLTU
+121.9%
-114.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -4.2% | +16.0% | +12.2% |
| 7D | +9.9% | +9.0% | +0.9% | +8.8% |
| 30D | -11.5% | -33.0% | +21.5% | -8.2% |
| 3M | -5.1% | -19.0% | +13.9% | -4.2% |
| 6M | +3.1% | +30.4% | -27.3% | -4.7% |
| YTD | -21.0% | -40.2% | +19.1% | -21.0% |
| 1Y | -15.2% | -37.8% | +22.6% | -16.1% |
| All | +7.8% | +121.9% | -114.1% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling