+124.5%
PLTU vs NWSA
+3.2%
+121.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.9% | -2.8% | -2.4% |
| 7D | -11.6% | -2.6% | -8.9% | -8.3% |
| 30D | -4.6% | +4.6% | -9.2% | -9.2% |
| 3M | +33.7% | +10.2% | +23.5% | +17.6% |
| 6M | -9.4% | +21.6% | -31.0% | -30.3% |
| YTD | -34.7% | +14.6% | -49.4% | -46.7% |
| 1Y | -23.2% | +0.4% | -23.6% | -21.4% |
| All | +124.5% | +3.2% | +121.3% | +86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling