+22.4%
A vs PLTU
-45.6%
+68.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | +1.4% | -9.2% | +10.6% | +1.7% |
| 30D | +4.3% | -37.3% | +41.6% | +6.0% |
| 3M | +19.8% | -14.7% | +34.5% | +20.2% |
| 6M | +54.4% | +17.3% | +37.1% | +52.6% |
| YTD | +31.7% | -39.4% | +71.1% | +34.1% |
| 1Y | +22.4% | -50.6% | +73.0% | +25.6% |
| All | +22.4% | -45.6% | +68.1% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling