+318.5%
AU vs PLTU
+133.3%
+185.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | -4.3% | -8.1% | +3.9% | -3.7% |
| 30D | +7.3% | -7.0% | +14.3% | +7.6% |
| 3M | +26.3% | +40.0% | -13.7% | +21.5% |
| 6M | +1.8% | -6.0% | +7.7% | -0.2% |
| YTD | +26.8% | -37.1% | +63.9% | +26.4% |
| 1Y | +66.7% | -33.1% | +99.8% | +64.8% |
| All | +318.5% | +133.3% | +185.1% | +286.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling