+97.1%
AMAT vs PLTU
+103.5%
-6.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +7.1% | -2.9% | +3.5% |
| 7D | -14.7% | -25.3% | +10.6% | -12.1% |
| 30D | -36.1% | -34.5% | -1.6% | -33.3% |
| 3M | -36.9% | -3.4% | -33.5% | -37.0% |
| 6M | -22.2% | +12.4% | -34.6% | -25.5% |
| YTD | +29.9% | -45.1% | +75.1% | +33.1% |
| 1Y | +43.3% | -45.7% | +88.9% | +46.0% |
| All | +97.1% | +103.5% | -6.4% | +53.3% |
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