+3.5%
AMP vs PLTU
+133.3%
-129.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.8% | +0.6% |
| 7D | -0.5% | -8.1% | +7.6% | 0.0% |
| 30D | -1.3% | -7.0% | +5.7% | -1.1% |
| 3M | +24.2% | +40.0% | -15.8% | +19.2% |
| 6M | +24.6% | -6.0% | +30.5% | +21.7% |
| YTD | +14.8% | -37.1% | +51.9% | +14.9% |
| 1Y | +12.8% | -33.1% | +45.9% | +10.6% |
| All | +3.5% | +133.3% | -129.8% | -17.2% |
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 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