-56.2%
PLTU vs NTRS
+37.4%
-93.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.6% | -3.7% | -15.9% | -17.3% |
| 7D | -39.1% | -0.9% | -38.2% | -38.3% |
| 30D | -37.6% | +1.1% | -38.7% | -37.4% |
| 3M | -12.7% | -6.6% | -6.1% | -9.4% |
| 6M | +1.7% | +7.1% | -5.3% | -3.2% |
| YTD | -48.8% | +27.4% | -76.1% | -61.3% |
| 1Y | -56.2% | +36.5% | -92.7% | -70.2% |
| All | -56.2% | +37.4% | -93.6% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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