+44.6%
AU vs PLTU
-47.9%
+92.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -4.5% | +12.5% | +8.4% |
| 7D | +0.8% | -24.5% | +25.3% | +3.6% |
| 30D | -7.0% | -20.2% | +13.2% | -5.1% |
| 3M | +8.5% | +3.1% | +5.5% | +7.2% |
| 6M | -1.3% | +8.7% | -10.0% | -4.4% |
| YTD | +6.8% | -36.2% | +43.0% | +9.4% |
| 1Y | +44.6% | -47.1% | +91.7% | +51.4% |
| All | +44.6% | -47.9% | +92.6% | +51.4% |
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