+48.2%
NVS vs PLTU
+129.7%
-81.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.4% | +4.4% | 0.0% |
| 7D | -15.7% | -17.7% | +2.0% | -15.8% |
| 30D | -11.1% | -12.5% | +1.4% | -11.1% |
| 3M | -7.2% | +39.5% | -46.7% | -6.7% |
| 6M | -12.3% | -7.0% | -5.4% | -12.0% |
| YTD | +2.8% | -38.1% | +40.8% | +3.2% |
| 1Y | +11.9% | -36.0% | +47.9% | +12.4% |
| All | +48.2% | +129.7% | -81.5% | +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 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