+22.3%
NU vs PLTU
+140.2%
-117.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.3% | -2.1% |
| 7D | -2.6% | -0.8% | -1.8% | -2.6% |
| 30D | +8.2% | -8.8% | +17.0% | +8.7% |
| 3M | +26.3% | +41.7% | -15.4% | +17.2% |
| 6M | +2.2% | -9.3% | +11.5% | -0.9% |
| YTD | -10.4% | -35.2% | +24.8% | -10.4% |
| 1Y | -3.0% | -29.5% | +26.5% | -6.2% |
| All | +22.3% | +140.2% | -117.9% | -10.3% |
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