+797.4%
PLTR vs NU
+9.5%
+787.9%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.1% | +1.2% |
| 7D | +0.4% | +2.8% | -2.3% | -0.7% |
| 30D | -17.5% | -23.0% | +5.5% | -8.3% |
| 3M | -1.5% | -9.7% | +8.3% | 0.0% |
| 6M | +25.9% | -8.7% | +34.7% | +26.1% |
| YTD | -3.0% | -26.4% | +23.4% | +6.5% |
| 1Y | -9.7% | -24.8% | +15.1% | -2.0% |
| 3Y | +776.5% | +44.6% | +731.9% | +575.5% |
| All | +797.4% | +9.5% | +787.9% | +482.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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