+49.0%
NVS vs PLTD
-76.7%
+125.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | 0.0% |
| 7D | -15.7% | +9.9% | -25.6% | -15.8% |
| 30D | -11.1% | +3.8% | -14.9% | -11.1% |
| 3M | -7.2% | -32.3% | +25.1% | -6.7% |
| 6M | -12.3% | -25.9% | +13.5% | -12.0% |
| YTD | +2.8% | -16.4% | +19.2% | +3.2% |
| 1Y | +11.9% | -25.2% | +37.1% | +12.4% |
| All | +49.0% | -76.7% | +125.7% | +49.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling