-20.2%
AMRZ vs PLTU
-17.3%
-2.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.4% | +0.2% |
| 7D | -2.1% | +9.0% | -11.1% | -2.2% |
| 30D | +13.0% | -33.0% | +46.0% | +13.2% |
| 3M | -12.1% | -19.0% | +6.9% | -12.1% |
| 6M | -19.1% | +30.4% | -49.5% | -19.8% |
| YTD | -23.3% | -40.2% | +16.9% | -23.1% |
| 1Y | -16.6% | -37.8% | +21.2% | -16.5% |
| All | -20.2% | -17.3% | -2.9% | -21.2% |
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