-90.5%
AMIX vs PLTU
-45.3%
-45.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +11.1% | +0.7% | -8.3% |
| 7D | +1.2% | -11.7% | +12.9% | +15.2% |
| 30D | -45.3% | -36.9% | -8.4% | +0.5% |
| 3M | -83.1% | -10.9% | -72.1% | -90.2% |
| 6M | -76.9% | +18.0% | -94.9% | -94.0% |
| YTD | -85.3% | -39.0% | -46.2% | -96.1% |
| All | -90.5% | -45.3% | -45.2% | -97.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling