+49.0%
NVS vs PLTD
-77.2%
+126.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.2% |
| 7D | -15.4% | -0.9% | -14.4% | -15.4% |
| 30D | -12.3% | +1.3% | -13.6% | -12.4% |
| 3M | -7.8% | -32.9% | +25.1% | -7.4% |
| 6M | -13.0% | -24.9% | +11.9% | -12.6% |
| YTD | +2.8% | -18.2% | +21.0% | +3.3% |
| 1Y | +10.6% | -28.7% | +39.3% | +11.1% |
| All | +49.0% | -77.2% | +126.3% | +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 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