+184.3%
NVTS vs PLTU
+140.2%
+44.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.1% |
| 7D | +3.5% | -0.8% | +4.2% | +2.9% |
| 30D | -11.9% | -8.8% | -3.1% | -11.4% |
| 3M | -49.2% | +41.7% | -90.9% | -56.1% |
| 6M | +38.4% | -9.3% | +47.7% | +28.5% |
| YTD | +62.5% | -35.2% | +97.7% | +61.6% |
| 1Y | +101.4% | -29.5% | +130.9% | +97.2% |
| All | +184.3% | +140.2% | +44.1% | +64.3% |
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