+21.6%
AS vs PLTU
+90.0%
-68.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -19.6% | +17.3% | -0.3% |
| 7D | +7.1% | -39.1% | +46.2% | +12.3% |
| 30D | +12.8% | -37.6% | +50.4% | +17.5% |
| 3M | -14.7% | -12.7% | -2.0% | -15.0% |
| 6M | -9.9% | +1.7% | -11.7% | -14.2% |
| YTD | -16.1% | -48.8% | +32.6% | -14.8% |
| 1Y | +0.2% | -56.2% | +56.3% | +3.0% |
| All | +21.6% | +90.0% | -68.5% | -7.7% |
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