+17.0%
ALB vs PLTU
+133.3%
-116.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -3.6% |
| 7D | -6.6% | -8.1% | +1.5% | -5.9% |
| 30D | -8.1% | -7.0% | -1.1% | -7.9% |
| 3M | -25.7% | +40.0% | -65.7% | -29.9% |
| 6M | -29.5% | -6.0% | -23.5% | -31.6% |
| YTD | -16.2% | -37.1% | +20.9% | -16.0% |
| 1Y | +59.2% | -33.1% | +92.4% | +57.1% |
| All | +17.0% | +133.3% | -116.4% | -6.2% |
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 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