+29.6%
A vs PLTU
+126.1%
-96.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +11.1% | -8.0% | +2.5% |
| 7D | +4.8% | -11.7% | +16.5% | +5.3% |
| 30D | +5.6% | -36.9% | +42.6% | +7.8% |
| 3M | +23.6% | -10.9% | +34.5% | +23.7% |
| 6M | +56.4% | +18.0% | +38.4% | +52.7% |
| YTD | +33.4% | -39.0% | +72.4% | +33.7% |
| 1Y | +23.7% | -41.5% | +65.2% | +23.8% |
| All | +29.6% | +126.1% | -96.5% | +12.6% |
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