-5.1%
AMCR vs PLTU
+129.7%
-134.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | -0.2% |
| 7D | -5.0% | -17.7% | +12.8% | -4.6% |
| 30D | -8.0% | -12.5% | +4.5% | -7.8% |
| 3M | +14.3% | +39.5% | -25.2% | +12.9% |
| 6M | +5.3% | -7.0% | +12.3% | +4.5% |
| YTD | +7.7% | -38.1% | +45.8% | +7.8% |
| 1Y | +10.8% | -36.0% | +46.8% | +9.9% |
| All | -5.1% | +129.7% | -134.8% | -13.7% |
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