+66.7%
AU vs PLTU
-35.4%
+102.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | -4.3% | -8.1% | +3.9% | -3.4% |
| 30D | +7.3% | -7.0% | +14.3% | +7.8% |
| 3M | +26.3% | +40.0% | -13.7% | +19.7% |
| 6M | +1.8% | -6.0% | +7.7% | -0.1% |
| YTD | +26.8% | -37.1% | +63.9% | +28.7% |
| 1Y | +66.7% | -33.1% | +99.8% | +66.6% |
| All | +66.7% | -35.4% | +102.1% | +66.6% |
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