+109.3%
NVT vs PLTU
+129.7%
-20.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.2% | -1.7% |
| 7D | +2.0% | -17.7% | +19.8% | +4.0% |
| 30D | -7.2% | -12.5% | +5.3% | -6.4% |
| 3M | -0.9% | +39.5% | -40.4% | -7.5% |
| 6M | +42.6% | -7.0% | +49.6% | +37.7% |
| YTD | +52.9% | -38.1% | +91.0% | +54.2% |
| 1Y | +64.5% | -36.0% | +100.5% | +62.5% |
| All | +109.3% | +129.7% | -20.4% | +53.1% |
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