-47.1%
PLTU vs NWSA
+18.2%
-65.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.7% | -8.2% | -6.6% |
| 7D | -24.5% | +4.3% | -28.8% | -26.4% |
| 30D | -20.2% | +5.6% | -25.8% | -23.1% |
| 3M | +3.1% | +7.3% | -4.2% | -2.6% |
| 6M | +8.7% | +18.8% | -10.1% | -4.5% |
| YTD | -36.2% | +17.9% | -54.1% | -46.3% |
| 1Y | -47.1% | +19.3% | -66.5% | -56.0% |
| All | -47.1% | +18.2% | -65.4% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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