-32.8%
APTV vs PLTU
+124.7%
-157.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.8% |
| 7D | -4.3% | -9.2% | +4.9% | -4.0% |
| 30D | -9.7% | -37.3% | +27.7% | -8.0% |
| 3M | -20.6% | -14.7% | -5.9% | -20.4% |
| 6M | -31.7% | +17.3% | -49.0% | -33.1% |
| YTD | -48.0% | -39.4% | -8.6% | -46.9% |
| 1Y | -52.1% | -50.6% | -1.5% | -50.4% |
| All | -32.8% | +124.7% | -157.5% | -43.1% |
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