-12.3%
AXP vs PLTU
-46.7%
+34.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.4% | -0.3% |
| 7D | -2.9% | -0.9% | -1.9% | -2.9% |
| 30D | +3.7% | -34.7% | +38.4% | +5.3% |
| 3M | -4.9% | -10.8% | +5.9% | -5.0% |
| 6M | +4.1% | +24.1% | -20.0% | +1.2% |
| YTD | -11.7% | -36.8% | +25.2% | -12.2% |
| All | -12.3% | -46.7% | +34.3% | -12.2% |
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