+16.9%
APP vs PLTU
+124.7%
-107.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.4% |
| 7D | +61.1% | -9.2% | +70.3% | +62.1% |
| 30D | +42.8% | -37.3% | +80.1% | +58.7% |
| 3M | +16.7% | -14.7% | +31.3% | +16.0% |
| 6M | -15.6% | +17.3% | -32.9% | -29.6% |
| YTD | -41.3% | -39.4% | -1.9% | -41.1% |
| 1Y | -39.3% | -50.6% | +11.3% | -35.8% |
| All | +16.9% | +124.7% | -107.8% | -36.8% |
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 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