+4.0%
A vs PLTU
+140.2%
-136.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.4% |
| 7D | -4.4% | -0.8% | -3.6% | -4.4% |
| 30D | -2.7% | -8.8% | +6.1% | -2.4% |
| 3M | +7.0% | +41.7% | -34.6% | +4.2% |
| 6M | +24.6% | -9.3% | +33.9% | +23.2% |
| YTD | +7.0% | -35.2% | +42.3% | +7.2% |
| 1Y | +15.6% | -29.5% | +45.1% | +13.9% |
| All | +4.0% | +140.2% | -136.2% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling