+45.3%
AAPL vs PLTU
+134.3%
-89.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.3% | -2.2% | +1.8% |
| 7D | +1.8% | -0.9% | +2.7% | +1.6% |
| 30D | +4.3% | -34.7% | +39.0% | +6.7% |
| 3M | +16.6% | -10.8% | +27.4% | +16.5% |
| 6M | +21.6% | +24.1% | -2.5% | +16.5% |
| YTD | +31.2% | -36.8% | +68.0% | +30.2% |
| 1Y | +29.6% | -47.0% | +76.5% | +30.0% |
| All | +45.3% | +134.3% | -89.0% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling