+22.5%
NXT vs PLTD
-32.3%
+54.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.7% |
| 7D | +2.9% | +4.5% | -1.7% | +4.1% |
| 30D | -17.2% | -0.7% | -16.5% | -17.1% |
| 3M | -32.0% | -31.0% | -0.9% | -35.9% |
| 6M | -15.8% | -24.8% | +9.1% | -18.0% |
| YTD | -1.9% | -18.6% | +16.6% | -0.8% |
| 1Y | +22.5% | -31.8% | +54.3% | +27.1% |
| All | +22.5% | -32.3% | +54.8% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling