+8.5%
AXP vs PLTU
+103.5%
-95.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.1% | -8.3% | -1.8% |
| 7D | +0.6% | -25.3% | +25.9% | +2.6% |
| 30D | +5.8% | -34.5% | +40.3% | +8.7% |
| 3M | -6.0% | -3.4% | -2.7% | -6.9% |
| 6M | +0.3% | +12.4% | -12.1% | -3.9% |
| YTD | -12.3% | -45.1% | +32.9% | -11.8% |
| 1Y | -11.2% | -45.7% | +34.4% | -11.3% |
| All | +8.5% | +103.5% | -95.0% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling