+25.7%
A vs PLTU
+103.5%
-77.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.1% | -5.4% | +1.4% |
| 7D | -0.1% | -25.3% | +25.3% | +1.3% |
| 30D | +3.4% | -34.5% | +37.8% | +5.3% |
| 3M | +23.8% | -3.4% | +27.2% | +23.5% |
| 6M | +49.0% | +12.4% | +36.6% | +45.9% |
| YTD | +29.4% | -45.1% | +74.5% | +30.4% |
| 1Y | +19.4% | -45.7% | +65.1% | +19.9% |
| All | +25.7% | +103.5% | -77.8% | +9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling