+11.6%
AMZN vs PLTU
+142.1%
-130.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.2% |
| 7D | +0.8% | -11.6% | +12.4% | +1.8% |
| 30D | -6.4% | -4.6% | -1.8% | -6.4% |
| 3M | +4.8% | +33.7% | -28.9% | -0.6% |
| 6M | +20.5% | -9.4% | +29.9% | +17.5% |
| YTD | +11.3% | -34.7% | +46.0% | +11.7% |
| 1Y | +9.0% | -23.2% | +32.2% | +5.7% |
| All | +11.6% | +142.1% | -130.5% | -14.8% |
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