-19.8%
AAL vs PLTU
+134.3%
-154.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.3% | -0.5% |
| 7D | +3.4% | -0.9% | +4.4% | +3.4% |
| 30D | +11.7% | -34.7% | +46.4% | +16.1% |
| 3M | -7.8% | -10.8% | +3.0% | -7.8% |
| 6M | +10.2% | +24.1% | -13.8% | +3.2% |
| YTD | -8.0% | -36.8% | +28.8% | -8.4% |
| 1Y | +8.5% | -47.0% | +55.5% | +10.1% |
| All | -19.8% | +134.3% | -154.1% | -36.9% |
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