+332.1%
AU vs PLTU
+142.1%
+190.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.7% | +3.5% | -0.8% |
| 7D | -0.3% | -11.6% | +11.3% | +0.5% |
| 30D | +12.8% | -4.6% | +17.4% | +12.9% |
| 3M | +28.5% | +33.7% | -5.3% | +24.0% |
| 6M | +4.8% | -9.4% | +14.2% | +3.0% |
| YTD | +31.0% | -34.7% | +65.7% | +30.2% |
| 1Y | +81.4% | -23.2% | +104.7% | +78.1% |
| All | +332.1% | +142.1% | +190.0% | +298.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling