+114.1%
AG vs PLTU
-35.5%
+149.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.4% | -0.5% | -4.1% |
| 7D | -5.8% | -17.7% | +11.9% | -2.7% |
| 30D | +6.4% | -12.5% | +18.9% | +7.9% |
| 3M | +28.4% | +39.5% | -11.1% | +15.8% |
| 6M | -24.5% | -7.0% | -17.5% | -27.1% |
| YTD | +21.2% | -38.1% | +59.3% | +23.3% |
| 1Y | +114.1% | -36.0% | +150.1% | +122.7% |
| All | +114.1% | -35.5% | +149.6% | +122.7% |
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