-16.6%
AMRZ vs PLTU
-15.7%
-0.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +11.1% | -8.8% | +2.2% |
| 7D | -1.1% | -11.7% | +10.6% | -1.1% |
| 30D | +18.3% | -36.9% | +55.2% | +18.6% |
| 3M | -8.0% | -10.9% | +3.0% | -8.1% |
| 6M | -18.7% | +18.0% | -36.7% | -19.2% |
| YTD | -19.8% | -39.0% | +19.2% | -19.7% |
| 1Y | -12.3% | -41.5% | +29.2% | -12.3% |
| All | -16.6% | -15.7% | -0.9% | -17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling