-2.6%
AFRM vs PLTU
+103.5%
-106.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +7.1% | -9.3% | -3.9% |
| 7D | -7.3% | -25.3% | +18.0% | -1.3% |
| 30D | -9.6% | -34.5% | +24.9% | -1.4% |
| 3M | -11.1% | -3.4% | -7.7% | -13.1% |
| 6M | +3.9% | +12.4% | -8.5% | -7.8% |
| YTD | -8.5% | -45.1% | +36.6% | -5.9% |
| 1Y | +3.3% | -45.7% | +48.9% | +5.2% |
| All | -2.6% | +103.5% | -106.1% | -42.9% |
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