+20.1%
AWK vs PLTU
+134.3%
-114.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.7% | -0.3% |
| 7D | 0.0% | -0.9% | +0.9% | +0.1% |
| 30D | +15.5% | -34.7% | +50.2% | +14.1% |
| 3M | +10.0% | -10.8% | +20.8% | +10.0% |
| 6M | +20.4% | +24.1% | -3.6% | +22.9% |
| YTD | +17.1% | -36.8% | +53.9% | +17.2% |
| 1Y | +18.3% | -47.0% | +65.2% | +17.8% |
| All | +20.1% | +134.3% | -114.2% | +27.6% |
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 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