+133.0%
ASX vs PLTU
-45.6%
+178.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.3% |
| 7D | -9.1% | -9.2% | +0.1% | -8.3% |
| 30D | -23.6% | -37.3% | +13.7% | -21.5% |
| 3M | -5.6% | -14.7% | +9.1% | -4.0% |
| 6M | +4.7% | +17.3% | -12.6% | +5.0% |
| YTD | +122.6% | -39.4% | +162.0% | +136.2% |
| 1Y | +133.0% | -50.6% | +183.6% | +155.9% |
| All | +133.0% | -45.6% | +178.6% | +155.9% |
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