+40.4%
NVDL vs PLTU
+129.7%
-89.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.4% | -0.3% | -3.4% |
| 7D | -8.7% | -17.7% | +9.0% | -3.3% |
| 30D | -1.3% | -12.5% | +11.2% | +1.4% |
| 3M | +11.4% | +39.5% | -28.1% | -9.2% |
| 6M | +22.9% | -7.0% | +29.9% | +10.7% |
| YTD | +15.4% | -38.1% | +53.5% | +16.1% |
| 1Y | +18.8% | -36.0% | +54.7% | +14.1% |
| All | +40.4% | +129.7% | -89.3% | -41.6% |
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