-3.0%
NXT vs PLTU
-47.3%
+44.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.8% | -6.8% |
| 7D | -6.0% | +21.9% | -27.9% | -8.2% |
| 30D | +5.4% | -35.3% | +40.7% | +10.1% |
| 3M | -9.7% | -7.7% | -2.0% | -9.9% |
| 6M | -25.3% | +24.2% | -49.6% | -29.3% |
| YTD | +7.5% | -37.5% | +45.0% | +7.4% |
| 1Y | -3.0% | -43.6% | +40.6% | -1.0% |
| All | -3.0% | -47.3% | +44.3% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling