-76.9%
PLTD vs NVMI
+96.3%
-173.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.1% |
| 7D | -0.9% | +6.9% | -7.9% | +1.2% |
| 30D | +1.3% | -2.8% | +4.2% | +0.5% |
| 3M | -32.9% | -27.3% | -5.5% | -38.2% |
| 6M | -24.9% | -13.7% | -11.2% | -24.3% |
| YTD | -18.2% | +13.8% | -32.1% | -3.3% |
| 1Y | -28.7% | +34.9% | -63.6% | -4.8% |
| All | -76.9% | +96.3% | -173.2% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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