+2.1%
AS vs PLTU
-47.9%
+50.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.5% | +9.6% | +5.3% |
| 7D | +13.8% | -24.5% | +38.3% | +15.3% |
| 30D | +16.7% | -20.2% | +36.9% | +17.7% |
| 3M | -11.5% | +3.1% | -14.6% | -12.3% |
| 6M | -5.5% | +8.7% | -14.3% | -7.4% |
| YTD | -14.2% | -36.2% | +22.1% | -13.2% |
| 1Y | +2.1% | -47.1% | +49.2% | +5.2% |
| All | +2.1% | -47.9% | +50.0% | +5.2% |
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