-24.4%
APTV vs PLTU
+140.2%
-164.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.6% |
| 7D | -1.2% | -0.8% | -0.4% | -1.2% |
| 30D | -10.6% | -8.8% | -1.8% | -10.4% |
| 3M | -35.0% | +41.7% | -76.7% | -36.6% |
| 6M | -38.9% | -9.3% | -29.6% | -38.9% |
| YTD | -41.5% | -35.2% | -6.3% | -40.3% |
| 1Y | -45.8% | -29.5% | -16.3% | -45.9% |
| All | -24.4% | +140.2% | -164.6% | -36.0% |
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