+87.2%
NUE vs PLTU
+121.9%
-34.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.2% | +0.8% | -3.2% |
| 7D | +2.8% | +9.0% | -6.3% | +2.3% |
| 30D | -2.1% | -33.0% | +30.9% | -0.3% |
| 3M | -7.3% | -19.0% | +11.6% | -6.8% |
| 6M | +8.9% | +30.4% | -21.5% | +5.0% |
| YTD | +55.6% | -40.2% | +95.8% | +56.0% |
| 1Y | +74.7% | -37.8% | +112.5% | +74.0% |
| All | +87.2% | +121.9% | -34.7% | +60.8% |
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