+110.3%
AG vs PLTU
+131.7%
-21.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.2% | -5.1% |
| 7D | -6.0% | +21.9% | -27.9% | -8.3% |
| 30D | -14.3% | -35.3% | +20.9% | -10.3% |
| 3M | -26.9% | -7.7% | -19.2% | -27.1% |
| 6M | -42.1% | +24.2% | -66.4% | -45.7% |
| YTD | -15.9% | -37.5% | +21.7% | -16.9% |
| 1Y | +11.5% | -43.6% | +55.1% | +10.5% |
| All | +110.3% | +131.7% | -21.4% | +66.1% |
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 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