-14.1%
AUR vs PLTU
+129.7%
-143.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.4% | +1.8% | -1.7% |
| 7D | +0.2% | -17.7% | +17.9% | +4.3% |
| 30D | -8.9% | -12.5% | +3.6% | -7.2% |
| 3M | +4.6% | +39.5% | -34.9% | -8.4% |
| 6M | +44.9% | -7.0% | +51.8% | +36.4% |
| YTD | +64.8% | -38.1% | +102.9% | +67.0% |
| 1Y | +16.4% | -36.0% | +52.4% | +13.8% |
| All | -14.1% | +129.7% | -143.8% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling