+211.9%
AG vs PLTU
+142.1%
+69.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.6% | -0.5% |
| 7D | +4.5% | -11.6% | +16.1% | +5.6% |
| 30D | +12.9% | -4.6% | +17.5% | +12.9% |
| 3M | +20.9% | +33.7% | -12.8% | +13.5% |
| 6M | -19.5% | -9.4% | -10.1% | -21.9% |
| YTD | +24.8% | -34.7% | +59.5% | +23.4% |
| 1Y | +120.2% | -23.2% | +143.5% | +113.6% |
| All | +211.9% | +142.1% | +69.7% | +146.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling