-17.2%
AMRZ vs PLTU
-47.3%
+30.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.9% |
| 7D | -4.0% | +21.9% | -25.9% | -4.2% |
| 30D | +12.4% | -35.3% | +47.7% | +12.6% |
| 3M | -11.5% | -7.7% | -3.8% | -11.6% |
| 6M | -21.6% | +24.2% | -45.8% | -22.1% |
| YTD | -23.4% | -37.5% | +14.2% | -22.1% |
| 1Y | -17.2% | -43.6% | +26.4% | -15.0% |
| All | -17.2% | -47.3% | +30.1% | -15.0% |
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 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