+48.2%
NVS vs PLTU
+140.2%
-92.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | -15.4% | -0.8% | -14.6% | -15.4% |
| 30D | -12.3% | -8.8% | -3.5% | -12.4% |
| 3M | -7.8% | +41.7% | -49.5% | -7.3% |
| 6M | -13.0% | -9.3% | -3.7% | -12.6% |
| YTD | +2.8% | -35.2% | +38.0% | +3.3% |
| 1Y | +10.6% | -29.5% | +40.1% | +11.1% |
| All | +48.2% | +140.2% | -92.0% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling