+17.5%
AWK vs PLTU
-47.3%
+64.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.8% |
| 7D | -2.6% | +21.9% | -24.5% | -2.0% |
| 30D | +14.2% | -35.3% | +49.4% | +13.2% |
| 3M | +10.0% | -7.7% | +17.7% | +10.0% |
| 6M | +17.1% | +24.2% | -7.2% | +18.0% |
| YTD | +16.1% | -37.5% | +53.7% | +15.0% |
| 1Y | +17.5% | -43.6% | +61.1% | +16.0% |
| All | +17.5% | -47.3% | +64.8% | +16.0% |
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 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