+119.4%
AMAT vs PLTU
+121.9%
-2.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.2% | +1.5% | -2.3% |
| 7D | +11.4% | +9.0% | +2.3% | +10.4% |
| 30D | -17.0% | -33.0% | +15.9% | -13.7% |
| 3M | -30.6% | -19.0% | -11.6% | -29.4% |
| 6M | -14.9% | +30.4% | -45.4% | -19.8% |
| YTD | +44.7% | -40.2% | +84.9% | +47.0% |
| 1Y | +66.9% | -37.8% | +104.7% | +68.0% |
| All | +119.4% | +121.9% | -2.5% | +69.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling