+14.6%
AS vs PLTU
+154.0%
-139.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -9.0% | +12.6% | +4.5% |
| 7D | -4.9% | -13.6% | +8.7% | -3.6% |
| 30D | -19.6% | +16.7% | -36.3% | -21.4% |
| 3M | -14.4% | +29.6% | -43.9% | -19.0% |
| 6M | -20.1% | -0.1% | -20.0% | -23.3% |
| YTD | -20.9% | -31.5% | +10.6% | -21.3% |
| 1Y | -21.9% | -19.7% | -2.1% | -25.8% |
| All | +14.6% | +154.0% | -139.4% | -14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling