+70.8%
NVT vs PLTU
-35.4%
+106.2%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.1% | +4.6% |
| 7D | +4.1% | -8.1% | +12.2% | +4.6% |
| 30D | -5.1% | -7.0% | +1.9% | -5.0% |
| 3M | -1.2% | +40.0% | -41.2% | -4.4% |
| 6M | +46.6% | -6.0% | +52.6% | +45.8% |
| YTD | +60.0% | -37.1% | +97.1% | +67.1% |
| 1Y | +70.8% | -33.1% | +103.9% | +77.9% |
| All | +70.8% | -35.4% | +106.2% | +77.9% |
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 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