+27.1%
AFL vs PLTU
+121.9%
-94.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.1% | +0.9% |
| 7D | +2.9% | +9.0% | -6.2% | +2.9% |
| 30D | +8.0% | -33.0% | +40.9% | +7.8% |
| 3M | +5.9% | -19.0% | +24.9% | +5.8% |
| 6M | +11.6% | +30.4% | -18.8% | +11.5% |
| YTD | +17.5% | -40.2% | +57.7% | +18.2% |
| 1Y | +13.3% | -37.8% | +51.1% | +13.7% |
| All | +27.1% | +121.9% | -94.8% | +18.3% |
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