-22.3%
APTV vs PLTU
+142.1%
-164.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.7% | 0.0% | -4.4% |
| 7D | +2.0% | -11.6% | +13.5% | +2.4% |
| 30D | -7.7% | -4.6% | -3.1% | -7.7% |
| 3M | -34.0% | +33.7% | -67.7% | -35.3% |
| 6M | -37.1% | -9.4% | -27.7% | -37.0% |
| YTD | -39.9% | -34.7% | -5.2% | -38.7% |
| 1Y | -44.4% | -23.2% | -21.2% | -45.0% |
| All | -22.3% | +142.1% | -164.5% | -34.3% |
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