+5.9%
AMZN vs PLTU
-25.0%
+30.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.7% |
| 7D | -1.0% | -0.8% | -0.3% | -1.1% |
| 30D | -9.2% | -8.8% | -0.4% | -8.9% |
| 3M | +3.4% | +41.7% | -38.3% | -0.8% |
| 6M | +18.2% | -9.3% | +27.5% | +17.2% |
| YTD | +9.3% | -35.2% | +44.6% | +13.2% |
| 1Y | +5.9% | -29.5% | +35.4% | +10.9% |
| All | +5.9% | -25.0% | +30.9% | +10.9% |
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 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