+33.4%
AG vs PLTU
-47.9%
+81.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.5% | +13.6% | +9.9% |
| 7D | -2.6% | -24.5% | +21.9% | +2.1% |
| 30D | -12.1% | -20.2% | +8.1% | -9.1% |
| 3M | -6.6% | +3.1% | -9.7% | -9.0% |
| 6M | -20.5% | +8.7% | -29.2% | -25.2% |
| YTD | -7.4% | -36.2% | +28.8% | -4.5% |
| 1Y | +33.4% | -47.1% | +80.5% | +43.1% |
| All | +33.4% | -47.9% | +81.3% | +43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling