+108.5%
NVT vs PLTD
-76.7%
+185.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -1.7% |
| 7D | +2.0% | +9.9% | -7.9% | +4.1% |
| 30D | -7.2% | +3.8% | -11.0% | -6.3% |
| 3M | -0.9% | -32.3% | +31.4% | -7.4% |
| 6M | +42.6% | -25.9% | +68.4% | +38.0% |
| YTD | +52.9% | -16.4% | +69.3% | +54.7% |
| 1Y | +64.5% | -25.2% | +89.6% | +63.9% |
| All | +108.5% | -76.7% | +185.2% | +55.2% |
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