-14.7%
AMRZ vs PLTU
-5.3%
-9.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.6% | -0.3% |
| 7D | -1.9% | -13.6% | +11.7% | -1.8% |
| 30D | -16.9% | +16.7% | -33.6% | -17.0% |
| 3M | -19.2% | +29.6% | -48.8% | -19.5% |
| 6M | -29.3% | -0.1% | -29.2% | -29.4% |
| YTD | -18.0% | -31.5% | +13.5% | -17.7% |
| 1Y | -15.1% | -19.7% | +4.6% | -14.6% |
| All | -14.7% | -5.3% | -9.4% | -15.7% |
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