+99.7%
NUE vs PLTD
-76.7%
+176.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -0.7% |
| 7D | -2.7% | +9.9% | -12.6% | -1.7% |
| 30D | -6.1% | +3.8% | -9.9% | -5.6% |
| 3M | +2.2% | -32.3% | +34.5% | -1.0% |
| 6M | +50.8% | -25.9% | +76.6% | +48.4% |
| YTD | +57.5% | -16.4% | +73.9% | +58.4% |
| 1Y | +82.5% | -25.2% | +107.6% | +81.2% |
| All | +99.7% | -76.7% | +176.4% | +73.2% |
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