-17.0%
AMRZ vs PLTU
-29.2%
+12.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -19.6% | +16.2% | -3.2% |
| 7D | +2.5% | -39.1% | +41.6% | +2.9% |
| 30D | +14.4% | -37.6% | +52.0% | +14.7% |
| 3M | -19.2% | -12.7% | -6.4% | -19.1% |
| 6M | -19.7% | +1.7% | -21.5% | -20.1% |
| YTD | -20.2% | -48.8% | +28.6% | -19.9% |
| 1Y | -15.1% | -56.2% | +41.1% | -14.7% |
| All | -17.0% | -29.2% | +12.2% | -17.9% |
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