+70.9%
NVT vs PLTU
-18.5%
+89.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.0% | +11.6% | +3.1% |
| 7D | +5.1% | -13.6% | +18.7% | +5.8% |
| 30D | -3.7% | +16.7% | -20.4% | -5.0% |
| 3M | -10.1% | +29.6% | -39.7% | -12.0% |
| 6M | +37.5% | -0.1% | +37.6% | +36.4% |
| YTD | +53.7% | -31.5% | +85.2% | +59.5% |
| 1Y | +70.9% | -19.7% | +90.6% | +79.4% |
| All | +70.9% | -18.5% | +89.4% | +79.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling