+12.6%
AWK vs PLTU
+140.2%
-127.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | -0.1% |
| 7D | +0.6% | -0.8% | +1.4% | +0.6% |
| 30D | +4.3% | -8.8% | +13.1% | +4.1% |
| 3M | +12.5% | +41.7% | -29.1% | +14.8% |
| 6M | +3.3% | -9.3% | +12.6% | +4.2% |
| YTD | +9.8% | -35.2% | +45.0% | +9.6% |
| 1Y | +2.9% | -29.5% | +32.4% | +3.9% |
| All | +12.6% | +140.2% | -127.6% | +19.4% |
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 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