+103.6%
AHR vs PLTU
+142.1%
-38.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.7% | +4.5% | -0.1% |
| 7D | -3.4% | -11.6% | +8.2% | -3.2% |
| 30D | -3.8% | -4.6% | +0.8% | -3.8% |
| 3M | +20.1% | +33.7% | -13.7% | +18.6% |
| 6M | +7.1% | -9.4% | +16.5% | +6.7% |
| YTD | +17.2% | -34.7% | +51.9% | +18.0% |
| 1Y | +30.4% | -23.2% | +53.6% | +29.0% |
| All | +103.6% | +142.1% | -38.6% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling