+9.4%
AMZN vs PLTU
+129.7%
-120.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.2% | +0.2% |
| 7D | -2.7% | -17.7% | +15.0% | -1.0% |
| 30D | -7.5% | -12.5% | +5.0% | -6.7% |
| 3M | +5.8% | +39.5% | -33.6% | -0.2% |
| 6M | +17.5% | -7.0% | +24.5% | +14.0% |
| YTD | +9.1% | -38.1% | +47.2% | +10.0% |
| 1Y | +9.4% | -36.0% | +45.4% | +8.4% |
| All | +9.4% | +129.7% | -120.3% | -16.1% |
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