+33.2%
AA vs PLTU
+142.1%
-108.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.7% | +8.2% | +4.1% |
| 7D | +1.7% | -11.6% | +13.2% | +2.9% |
| 30D | +3.3% | -4.6% | +7.9% | +3.3% |
| 3M | -29.4% | +33.7% | -63.1% | -34.1% |
| 6M | -12.8% | -9.4% | -3.4% | -15.7% |
| YTD | -2.1% | -34.7% | +32.6% | -2.1% |
| 1Y | +62.8% | -23.2% | +86.0% | +56.5% |
| All | +33.2% | +142.1% | -108.9% | +0.8% |
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 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