+194.1%
NVTS vs PLTU
+142.1%
+52.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.7% | +6.4% | +2.8% |
| 7D | +9.7% | -11.6% | +21.3% | +11.9% |
| 30D | -13.6% | -4.6% | -9.0% | -14.1% |
| 3M | -51.0% | +33.7% | -84.7% | -56.9% |
| 6M | +46.3% | -9.4% | +55.7% | +35.9% |
| YTD | +68.1% | -34.7% | +102.8% | +66.8% |
| 1Y | +113.9% | -23.2% | +137.1% | +105.3% |
| All | +194.1% | +142.1% | +52.0% | +69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling