+233.3%
NVTS vs PLTD
-77.3%
+310.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +2.8% |
| 7D | +9.7% | +4.5% | +5.2% | +11.9% |
| 30D | -13.6% | -0.7% | -12.9% | -14.0% |
| 3M | -51.0% | -31.0% | -19.9% | -56.9% |
| 6M | +46.3% | -24.8% | +71.2% | +36.6% |
| YTD | +68.1% | -18.6% | +86.6% | +67.8% |
| 1Y | +113.9% | -31.8% | +145.7% | +108.5% |
| All | +233.3% | -77.3% | +310.6% | +98.4% |
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