+227.8%
NVTS vs PLTD
-77.8%
+305.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.6% | +1.7% | +8.5% |
| 7D | +2.7% | +5.9% | -3.2% | +5.6% |
| 30D | -4.5% | -11.6% | +7.2% | -9.5% |
| 3M | -61.5% | -29.9% | -31.6% | -65.7% |
| 6M | +28.0% | -28.5% | +56.5% | +16.1% |
| YTD | +65.3% | -20.4% | +85.7% | +63.2% |
| 1Y | +113.0% | -33.3% | +146.3% | +105.5% |
| All | +227.8% | -77.8% | +305.6% | +93.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling