+197.9%
NXT vs PLTD
-77.7%
+275.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.5% | +5.5% | -1.0% |
| 7D | +15.1% | +4.2% | +10.9% | +16.1% |
| 30D | +21.8% | +20.8% | +1.0% | +26.3% |
| 3M | +1.6% | -2.6% | +4.1% | +1.9% |
| 6M | -16.7% | -33.1% | +16.4% | -19.7% |
| YTD | +20.4% | -20.0% | +40.5% | +19.6% |
| 1Y | +0.2% | -21.6% | +21.9% | -0.1% |
| All | +197.9% | -77.7% | +275.6% | +180.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling