+16.2%
AS vs PLTU
+121.9%
-105.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.4% | -0.4% |
| 7D | -4.9% | +9.0% | -13.9% | -5.8% |
| 30D | +3.9% | -33.0% | +36.9% | +7.5% |
| 3M | -9.6% | -19.0% | +9.4% | -8.9% |
| 6M | -8.7% | +30.4% | -39.1% | -15.4% |
| YTD | -19.8% | -40.2% | +20.3% | -19.9% |
| 1Y | -1.5% | -37.8% | +36.3% | -2.8% |
| All | +16.2% | +121.9% | -105.7% | -13.2% |
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 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