+119.5%
AMAT vs PLTU
+126.1%
-6.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +11.1% | +0.3% | +10.1% |
| 7D | -1.1% | -11.7% | +10.7% | +0.3% |
| 30D | -26.9% | -36.9% | +10.0% | -23.6% |
| 3M | -31.2% | -10.9% | -20.3% | -30.8% |
| 6M | -14.7% | +18.0% | -32.7% | -18.7% |
| YTD | +44.7% | -39.0% | +83.7% | +46.6% |
| 1Y | +62.0% | -41.5% | +103.5% | +64.0% |
| All | +119.5% | +126.1% | -6.6% | +68.8% |
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