+89.1%
AMAT vs PLTU
+90.0%
-1.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -19.6% | +6.1% | -11.5% |
| 7D | -24.3% | -39.1% | +14.8% | -20.3% |
| 30D | -39.8% | -37.6% | -2.2% | -36.9% |
| 3M | -40.2% | -12.7% | -27.5% | -39.7% |
| 6M | -22.1% | +1.7% | -23.8% | -24.6% |
| YTD | +24.7% | -48.8% | +73.4% | +28.7% |
| 1Y | +33.3% | -56.2% | +89.4% | +39.5% |
| All | +89.1% | +90.0% | -1.0% | +48.1% |
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