-3.3%
AMCR vs PLTU
+121.9%
-125.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.1% |
| 7D | -2.4% | +9.0% | -11.4% | -2.6% |
| 30D | +3.6% | -33.0% | +36.6% | +4.2% |
| 3M | -4.2% | -19.0% | +14.8% | -4.1% |
| 6M | +15.5% | +30.4% | -14.9% | +13.8% |
| YTD | +9.7% | -40.2% | +49.9% | +9.6% |
| 1Y | +8.3% | -37.8% | +46.1% | +7.9% |
| All | -3.3% | +121.9% | -125.2% | -12.2% |
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