+27.4%
AMAT vs PLTU
+6.3%
+21.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -9.0% | +13.3% | +4.2% |
| 7D | -1.5% | -13.6% | +12.1% | -1.6% |
| 30D | -14.8% | +16.7% | -31.5% | -14.6% |
| 3M | -9.3% | +29.6% | -38.8% | -6.9% |
| 6M | +27.4% | -0.1% | +27.5% | +32.0% |
| All | +27.4% | +6.3% | +21.0% | +32.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling