+28.9%
AAPL vs PLTU
+140.2%
-111.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -3.0% | -0.8% | -2.2% | -3.0% |
| 30D | +2.3% | -8.8% | +11.1% | +2.6% |
| 3M | +8.6% | +41.7% | -33.0% | +4.2% |
| 6M | +21.6% | -9.3% | +30.8% | +19.0% |
| YTD | +16.3% | -35.2% | +51.5% | +16.0% |
| 1Y | +35.1% | -29.5% | +64.5% | +31.6% |
| All | +28.9% | +140.2% | -111.3% | +1.9% |
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 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