+122.0%
AG vs PLTU
+134.3%
-12.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.4% | -1.6% |
| 7D | -4.0% | -0.9% | -3.1% | -4.2% |
| 30D | -13.1% | -34.7% | +21.6% | -9.1% |
| 3M | -22.0% | -10.8% | -11.3% | -22.0% |
| 6M | -37.3% | +24.1% | -61.3% | -41.2% |
| YTD | -11.2% | -36.8% | +25.7% | -12.4% |
| 1Y | +23.9% | -47.0% | +70.9% | +23.3% |
| All | +122.0% | +134.3% | -12.3% | +75.1% |
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 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