+210.7%
ASX vs PLTU
+90.0%
+120.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -19.6% | -1.1% | -18.6% |
| 7D | -33.3% | -39.1% | +5.8% | -29.6% |
| 30D | -36.5% | -37.6% | +1.1% | -33.0% |
| 3M | -19.2% | -12.7% | -6.5% | -17.9% |
| 6M | -10.2% | +1.7% | -12.0% | -12.1% |
| YTD | +86.5% | -48.8% | +135.2% | +93.3% |
| 1Y | +89.6% | -56.2% | +145.8% | +99.0% |
| All | +210.7% | +90.0% | +120.6% | +145.7% |
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