+105.7%
PLTU vs NWSA
-6.3%
+112.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.7% | -6.9% | -7.3% |
| 7D | +9.0% | +2.2% | +6.8% | +6.2% |
| 30D | -33.0% | -8.8% | -24.2% | -25.3% |
| 3M | -19.0% | -6.5% | -12.5% | -12.5% |
| 6M | +30.4% | +1.5% | +28.9% | +24.7% |
| YTD | -40.2% | +4.0% | -44.2% | -45.5% |
| 1Y | -37.8% | +3.4% | -41.2% | -42.9% |
| All | +105.7% | -6.3% | +112.1% | +90.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling