+6.6%
AR vs PLTU
-50.8%
+57.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +7.1% | -7.9% | -0.8% |
| 7D | -14.3% | -25.3% | +11.1% | -14.3% |
| 30D | +1.4% | -34.5% | +35.9% | +1.4% |
| 3M | +3.4% | -3.4% | +6.7% | +3.3% |
| 6M | -2.1% | +12.4% | -14.5% | -1.7% |
| YTD | +4.7% | -45.1% | +49.8% | +6.1% |
| All | +6.6% | -50.8% | +57.4% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling