+17.8%
AR vs PLTU
+121.9%
-104.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.3% |
| 7D | +7.4% | +9.0% | -1.7% | +6.8% |
| 30D | +5.8% | -33.0% | +38.8% | +7.7% |
| 3M | +5.2% | -19.0% | +24.2% | +5.6% |
| 6M | +5.4% | +30.4% | -25.0% | +0.9% |
| YTD | +12.4% | -40.2% | +52.6% | +13.1% |
| 1Y | +12.8% | -37.8% | +50.6% | +12.4% |
| All | +17.8% | +121.9% | -104.2% | 0.0% |
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 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