+548.8%
PLTR vs NVT
+420.2%
+128.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.9% |
| 7D | 0.0% | +7.0% | -7.0% | -3.7% |
| 30D | -3.3% | -2.3% | -0.9% | -2.9% |
| 3M | +28.4% | -3.1% | +31.4% | +26.3% |
| 6M | +8.4% | +47.0% | -38.7% | -20.2% |
| YTD | -4.6% | +56.2% | -60.8% | -33.3% |
| 1Y | +4.4% | +74.5% | -70.1% | -32.4% |
| 3Y | +1,020.5% | +184.0% | +836.5% | +363.7% |
| 5Y | +548.8% | +410.8% | +138.0% | +62.2% |
| All | +548.8% | +420.2% | +128.6% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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