-57.5%
NVO vs PLTU
+129.7%
-187.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.1% | -1.1% |
| 7D | -7.4% | -17.7% | +10.4% | -6.9% |
| 30D | -5.5% | -12.5% | +7.0% | -5.3% |
| 3M | +4.1% | +39.5% | -35.4% | +2.3% |
| 6M | +19.3% | -7.0% | +26.3% | +18.8% |
| YTD | -9.2% | -38.1% | +28.9% | -9.0% |
| 1Y | -15.0% | -36.0% | +21.0% | -15.1% |
| All | -57.5% | +129.7% | -187.2% | -56.7% |
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