+1,735.1%
PLTR vs NVT
+871.4%
+863.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.1% | -5.7% |
| 7D | -6.4% | +5.1% | -11.5% | -8.6% |
| 30D | +10.0% | -3.7% | +13.7% | +11.3% |
| 3M | +23.0% | -10.1% | +33.2% | +26.3% |
| 6M | +13.8% | +37.5% | -23.7% | -9.3% |
| YTD | -1.9% | +53.7% | -55.7% | -27.2% |
| 1Y | +11.6% | +70.9% | -59.2% | -22.0% |
| 3Y | +1,048.4% | +180.4% | +868.0% | +468.3% |
| 5Y | +554.4% | +393.5% | +160.9% | +143.0% |
| All | +1,735.1% | +871.4% | +863.7% | +555.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling