-98.1%
AMIX vs PLTU
+131.7%
-229.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.1% | -7.3% | -7.5% |
| 7D | -10.9% | +21.9% | -32.8% | -25.4% |
| 30D | -55.0% | -35.3% | -19.7% | -39.7% |
| 3M | -82.0% | -7.7% | -74.3% | -84.4% |
| 6M | -80.4% | +24.2% | -104.7% | -86.6% |
| YTD | -88.3% | -37.5% | -50.7% | -91.8% |
| 1Y | -92.4% | -43.6% | -48.8% | -94.7% |
| All | -98.1% | +131.7% | -229.7% | -99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling