-6.9%
ALB vs PLTU
+121.9%
-128.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.8% | -1.0% |
| 7D | -5.8% | +9.0% | -14.8% | -6.6% |
| 30D | -4.5% | -33.0% | +28.5% | -1.5% |
| 3M | -28.1% | -19.0% | -9.1% | -27.6% |
| 6M | -53.2% | +30.4% | -83.6% | -56.2% |
| YTD | -33.3% | -40.2% | +6.9% | -33.4% |
| 1Y | -17.4% | -37.8% | +20.4% | -18.2% |
| All | -6.9% | +121.9% | -128.8% | -25.7% |
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 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