+15.7%
APP vs PLTU
+103.5%
-87.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +7.1% | +2.8% | +8.0% |
| 7D | +71.2% | -25.3% | +96.5% | +81.6% |
| 30D | +39.1% | -34.5% | +73.6% | +52.0% |
| 3M | +16.5% | -3.4% | +19.9% | +10.6% |
| 6M | -16.6% | +12.4% | -29.0% | -29.9% |
| YTD | -41.9% | -45.1% | +3.2% | -40.2% |
| 1Y | -37.0% | -45.7% | +8.6% | -35.7% |
| All | +15.7% | +103.5% | -87.8% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling