+15.8%
AMZN vs PLTU
+121.9%
-106.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.1% |
| 7D | +2.8% | +9.0% | -6.2% | +1.9% |
| 30D | +5.0% | -33.0% | +37.9% | +8.4% |
| 3M | +0.6% | -19.0% | +19.6% | +1.5% |
| 6M | -1.3% | +30.4% | -31.7% | -7.5% |
| YTD | +15.5% | -40.2% | +55.7% | +16.0% |
| 1Y | +12.2% | -37.8% | +50.0% | +11.7% |
| All | +15.8% | +121.9% | -106.1% | -11.5% |
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